Best Practice

Best Practice | 9 Nov 17

Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy.

He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away.

Here are his four bugbears:

Best Practice | 9 Nov 17

The most attractive investment migration programmes are from Malta and Portugal, according to the Henley Partners Global Residence and Citizenship Programmes 2017–2018 report.

Best Practice | 9 Nov 17

Guardian Wealth Management has launched a digital in-house training programme known as GWM Illuminate, to delivers CPD accredited regulated learning across the entire business.

Best Practice | 8 Nov 17

Nearly two thirds of financial advisers in the Middle East are still heavily reliant on upfront commissions in a much more pronounced way than other regions in the world, according to a poll in International Adviser’s regional digital editions.

Best Practice | 7 Nov 17

The UK’s Personal Finance Society has struck a deal with the European Financial Planners Association to align its qualifications framework with counterparts across the continent.