Best Practice

Best Practice | 15 May 17

Loyalty to colleagues rather than the firm takes the upper hand, according to a survey into ethical behaviour in the UK workplace released by the Chartered Institute for Securities & Investment (Cisi).

Best Practice | 12 May 17

It is vital to get any new relationship off on the right foot, especially when money is involved. Understanding the questions that prospective clients should be asking, can help advisers ensure they are the right person to meet that client’s needs.

Best Practice | 10 May 17

Now that the start button for the phased introduction of the nil rate residential band has been pressed, John Haley, technical sales manager at Utmost Wealth Solutions, explains that there are “many holes to leap through” to achieve the biggest outcome.

Best Practice | 10 May 17

The UK new non-dom rules which were dramatically dropped from the government’s finance bill has left those who prepared for those changes “in a very difficult position”, says Paul Thompson, tax and estate planning consultant at Canada Life.

Best Practice | 10 May 17

The Chartered Financial Analyst (CFA) exam is to be updated to include topics such as big data, artificial intelligence and robo-advice.