Best Practice

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?

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.