Best Practice

Best Practice | 5 Jul 17

Today’s millennials are tomorrow’s clients, says Craig Featherby, chief executive of South African advisory firm Carrick Wealth. Their different attitudes to things like money mean millennials use language differently to talk about it. In order to advise them, we need to understand how they communicate, he adds.

Best Practice | 5 Jul 17

Many trustees will have too little time to comply with the new rules for the beneficial ownership register of trusts, and others will have huge amounts of information to gather, international audit, tax and consultancy firm RSM has warned.

Best Practice | 4 Jul 17

Advisers in the UK will be required record telephone conversations with clients, the Financial Conduct Authority (FCA) has confirmed, and DFMs are set to be included in the measure.

Best Practice | 4 Jul 17

Self-invested pension provider Curtis Banks has been criticised by the UK Pensions Ombudsman for negligence and maladministration.

Best Practice | 3 Jul 17

There are exciting new market opportunities for the taking, two years after the UK pension freedoms were introduced that raised customer awareness of the need for pension planning, says Matt Ward, communications director at AKG Financial Analytics