Best Practice

Best Practice | 12 Jan 17

Opportunity knocks for financial advisers in 2017 as political, economic and regulatory turmoil leaves clients adrift in unknown territory and seeking advice, says Rachael Griffin, head of product law and financial planning at Old Mutual International.

Best Practice | 11 Jan 17

More than a third of investors around the world are prepared to use robo-advisers, with an increasing number millennials, those aged 18-35, admitting they would buy insurance from an online provider such as Google or Amazon, a new report by consultancy firm Accenture has revealed.

Best Practice | 11 Jan 17

The fictional Warrington family faces a death in the family, grapples with lasting powers of attorney and inheritance tax mitigation in the latest case study from Edward Stone, partner at Irwin Mitchell Private Wealth.

Best Practice | 10 Jan 17

British insurer Aviva is in talks to team up with social media giant LinkedIn to create a scheme to track millions of forgotten pension pots.

Best Practice | 9 Jan 17

Providing best advice in a transparent way, with explicit contracts so that a client expectations are met, is a good starting point for this journey, says James Pearcy-Caldwell, co-founder of Aisa International.