Best Practice

Best Practice | 7 Sep 23

Society of Later Life Advisers partners with CGWM

In a bid to raise standards in the later life investment sector

‘Wobbly bits’ title a disservice to important diversity progress

Best Practice | 6 Sep 23

‘Wobbly bits’ title a disservice to important diversity progress

Syntax is vital for creating an inclusive industry

Best Practice | 5 Sep 23

Paraplanners call for better tech to help deliver value for clients

But 54% see AI as both an opportunity and a threat

Best Practice | 5 Sep 23

Feifa unveils recruitment hub

To help member firms that have been ‘struggling to find appropriate people to fill roles that they have available’

Best Practice | 1 Sep 23

Why I became a financial adviser…

James Milligan was previously a concierge before joining SJP