Best Practice
Best Practice | 14 Jun 23
Less than half of UK children have been financially educated
Money and Pensions Service announces goal to teach two million more young Brits about money by 2030
Best Practice | 14 Jun 23
How can the advice industry improve public opinion of IFAs?
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
Best Practice | 7 Jun 23
Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
Should class be more prominent in adviser diversity campaigns?
IA speaks with Sesame Bankhall Group interim CEO John Cowan about his path to the industry
Best Practice | 7 Jun 23
European advisers are ‘confused’ over Mifid II suitability compliance
Some firms have reportedly been asking clients to sign off their own risk level