Best Practice
Best Practice | 14 Jun 18
Wealthy women take the lead on financial planning
Women are increasingly the household decision-makers in financial affairs, according to a global survey.
Best Practice | 14 Jun 18
How can you tell a company is a good investment prospect?
Some companies are investment winners and others are not. So, how can you tell?
Best Practice | 13 Jun 18
Investing through retirement, not to retirement
Life doesn’t stop at 65 and neither should investing. But it should be adjusted over time to reflect the changing client risk appetite, which is where a smooth glide path comes into play.
Best Practice | 12 Jun 18
Pension checklist for changing job
It can be easy to forget about pension benefits when you are swept up in the excitement and stress of changing job. But as workplace pensions can be very generous, it pays to keep on top of any pots that have been built up, says Fidelity International’s Ed Monk.
What advisers should look for in a platform
The rapid development of the offshore platform space means that advisers can sometimes be spoiled for choice. But what should they be looking for?