Best Practice
Best Practice | 28 Feb 23
UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans
Best Practice | 27 Feb 23
AIC launches course and certification for advisers
Accredited by the CII and CISI, it covers essential investment company topics
Best Practice | 24 Feb 23
Should financial services firms partner with sports clubs?
There could be commercial benefits for companies as well as the opportunity to educate players
Best Practice | 20 Feb 23
How the sustainability disclosure requirements will impact DFMs
Concerns of vast swathes of assets chasing labelled funds and a threshold MPS will never meet
Best Practice | 17 Feb 23
Why I became a financial adviser…
Billy Moss was a professional rugby player before joining Beaufort Financial
