Best Practice
Best Practice | 12 Feb 18
Three tips for navigating market volatility
Recent market volatility can represent a challenge to clients’ nerves – behavioural finance expert Greg Davies has three top tips for smooth investing in the turbulence.
Best Practice | 12 Feb 18
How The Fry Group improved client outcomes with technology
The Fry Group’s David Pugh sets out the firm’s approach to the use of technology in improving and broadening its offering to clients.
Best Practice | 9 Feb 18
One in 25 expecting a million pound inheritance – survey
One person in 25 in the UK expects to inherit an estate over a million pounds, according to research from Canada Life.
The story of a young financial planner firm in South Africa
A volatile political landscape, constant regulatory upheaval and a recent economic downgrade to junk status are just some of the many challenges an adviser must overcome when setting up a new financial planning firm in South Africa.
Best Practice | 8 Feb 18
5 overlooked areas of tax planning
Seven Investment Management (7IM) highlights five often overlooked ways that investors can make the most of tax efficient saving and investing in general.