Best Practice

Form of prenuptial agreement with a pair of wedding rings. Shallow DOF on the word PROPERTY.

Best Practice | 12 Oct 22

UK advisers want to be more knowledgeable about pre-nups

As the current economic climate is forcing clients to be protective over their assets

Best Practice | 11 Oct 22

Client suitability systems not up to scratch, say wealth managers

Just 7% believe current processes can react quickly to changes in customer circumstances

Network of connected people

Best Practice | 11 Oct 22

UK trade body unveils adviser directory

It will help retail savers look for IFAs committed to sustainability

Best Practice | 5 Oct 22

Merrill WM unveils adviser-client matchmaking tool

A third of affluent Americans currently do not have a financial planner

Asia | 4 Oct 22

37% drop in Aussie advisers in three years

It is ‘naïve to expect a recovery’ anytime soon