Best Practice
Best Practice | 26 Feb 18
Guardian Wealth launches female adviser initiative
Women are underrepresented in offshore financial planning, prompting one advice firm to set itself tough targets to tackle the gender gap.
Best Practice | 26 Feb 18
Public IFA register resurrected amid British Steel scandal
In a move that comes too late for scammed British Steel Pension Scheme (BSPS) members, the Financial Conduct Authority has announced a consultation on a public register of approved financial advisers and other industry professionals.
Best Practice | 26 Feb 18
Regulators make ready to clean up the industry
A more rigorous approach by regulators is under way in jurisdictions around the world, aimed at tackling malpractice by financial advisers and others within the financial services industry.
Best Practice | 23 Feb 18
How new Isle of Man pension freedoms differ starkly from the UK
The Isle of Man budget on 20 February introduced the concept of pension freedoms to the island’s pensions legislation, setting out some stark differences to the already established UK rules.
Best Practice | 23 Feb 18
Mainstream ways of dealing with clients are ‘not working’
The traditional consultation-based approach to advising clients is an outdated practice that must end, according to Brian Foster, chief executive of Beyond RDR.