Best Practice

Asia | 24 Apr 23

JP Morgan PB partners with financial education platform

To empower female clients across Asia with their individual wealth management journeys

Best Practice | 24 Apr 23

IA Interview – Will Goodhart – CEO of CFA UK

Chief executive of the professional body discusses a range of topics including the rise of ESG training

Are IFAs too fixated on clients in retirement rather than next gen?

Best Practice | 24 Apr 23

Are IFAs too fixated on clients in retirement rather than next gen?

It is ‘natural’ for advisers to focus on older customers

Just 44% of Brits understand inflation impact on savings

Best Practice | 21 Apr 23

Just 44% of Brits understand inflation impact on savings

As only 37% understand compound interest

Best Practice | 20 Apr 23

CII unveils five-year strategic plan

Professional body said it may expand its footprint globally