Best Practice

Greg B Davies

Best Practice | 31 Jan 24

Advisers have rich opportunity to treat investors more like humans, not robots

Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours

Best Practice | 17 Jan 24

Revealed: All the winners of the IA Best Practice Adviser Awards

Which firms triumphed across East Asia, Europe, the Middle East, South Africa and the UK?

Tom Wooders

Best Practice | 8 Jan 24

What does 2024 hold in store for the wealth management industry?

Firms should prepare for three critical influences this year

Speech bubble in front of colored background with Disclosure text.

Best Practice | 2 Jan 24

One third of platforms and advisory groups ‘would fail’ SDR entity-level disclosure requirements

‘No time to waste in setting targets and collecting reliable emissions data’

How do platforms need to communicate with advisers?

Best Practice | 29 Sep 23

How do platforms need to communicate with advisers?

‘Good things happen when you bring your customers closer to your product, development and design specialists’