Best Practice

Best Practice | 27 Jul 18

The Federation of European IFAs has confirmed that Nexus Global is the first network in its latest membership offering, which is designed to support advisers in areas such as professional development and training, business transitioning and European regulatory matters.

Best Practice | 26 Jul 18

UK anti money laundering efforts are struggling because heavy handed reporting rules are creating a glut in poor quality reports – a reform body has said.

Best Practice | 23 Jul 18

What are the big questions that need to be answered before people retire to Portugal? Blevins Franks’ business development director Jason Porter offers a case study highlighting key questions to consider.

Best Practice | 20 Jul 18

The Financial Conduct Authority has outlined plans to re-assess the suitability of retail investment advice in 2019, according to its latest annual report.

Best Practice | 18 Jul 18

Divorce is not a new phenomenon but few couples are taking financial steps to protect themselves – what role can an adviser play in reaching the happiest outcome?