Best Practice
Best Practice | 9 Dec 19
Help your high net worth clients navigate changing regulations and tax liabilities
When you’re planning how to manage your high net worth (HNW) clients’ wealth, you probably want to help them protect it, as well as pass it on to the people who they would like to see benefit.
Best Practice | 6 Dec 19
Getting to grips with Prod
Weighing up a centralised investment proposition against a discretionary-based service
Best Practice | 2 Dec 19
Prodding your centralised investment proposition
To help clients feel empowered to make decisions and feel comfortable taking risks
Best Practice | 2 Dec 19
Professional body puts financial education on the agenda
PFS workshops aim to reach even more pupils in 2020
Our pick of the best practice advisers in South Africa
Winners unveiled for International Adviser’s specialist award categories, and the overall best firm