Best Practice

Best Practice | 18 Jul 18

Women are getting wealthier but remain reluctant investors. Shifting the tone of financial conversations with female clients could open up a massive and under-served demographic for advisers.

Best Practice | 17 Jul 18

The UK’s Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.

Best Practice | 16 Jul 18

From banning exit charges to drawing on the platform industry to tackle orphan clients, the Financial Conduct Authority has outlined seven remedies to improve consumer outcomes.

Best Practice | 12 Jul 18

Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.

Best Practice | 10 Jul 18

Financial advisers have an important role in safeguarding ageing clients from their own loss of faculties and any abuse of power of attorney rules, according to law firm Irwin Mitchell.