Best Practice

Best Practice | 2 Oct 17

Investment research firm FE Analytics has launched a service to help IFAs meet suitability requirements and deliver consistent investment advice.

Best Practice | 29 Sep 17

Brussels-based Brian Dunhill gives important insights into how he provides the most effective advice to his US expat clients.

Best Practice | 28 Sep 17

A hurricane of difficult regulation is to going hit the European financial advice industry, and for some companies and countries it is already too late, the audience of IFAs at International Adviser’s Future Advisory Forum Europe heard on Thursday.

Best Practice | 28 Sep 17

Not enough is being done to attract new recruits to the UK financial advice sector, despite increasing optimism that the industry will continue to grow, Prudential has found.

Best Practice | 28 Sep 17

Wealth managers need to consider client experience first if they are to prosper when the industry inevitably pivots away from its current focus on tax and regulatory changes, according to the keynote speaker at the International Adviser’s Future Advisory Forum Europe.