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Best Practice

Best Practice | 26 Oct 21

Dynamic Planner unveils ESG discussion guide

To help advisers understand clients’ sustainability preferences

Best Practice | 22 Oct 21

Adviser support group unveils tool to help small firms grow

They will have access to templates, a financial planner community and get software discounts

Best Practice | 18 Oct 21

Over 3,500 DB advice clients receive letter about compensation

Market is ‘particularly susceptible to consumer harm’ and improving it is ‘a key area of focus’ for FCA

Best Practice | 18 Oct 21

IFA company buys Yorkshire financial planning firm

Acquired business will become part of the group’s newly created remote advice arm

Best Practice | 15 Oct 21

CII proposes to revamp membership model

But PFS ‘regrets’ lack of engagement in professional body’s consultation drafting process

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.