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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Best Practice

Best Practice | 5 Nov 20

CISI unveils e-learning course on vulnerable clients

‘Appropriate treatment’ of these customers is a ‘key concern for regulators’ globally

Best Practice | 3 Nov 20

SJP launches military network to bolster recruitment drive

It will help members of the armed forces deal with the ‘daunting’ journey into financial services

Best Practice | 27 Oct 20

From rugby star to financial adviser

SJP partner practice owner says targeting the sporting sector for future employees ‘is a no brainer’

Best Practice | 26 Oct 20

Pimfa calls for supervision of unregulated financial promotions

Trade body argues it would improve market and reduce burden on lifeboat scheme

Trust us – take tax advice

Best Practice | 22 Oct 20

Trust us – take tax advice

It might appear expensive but the tax savings can exceed the cost of the advice and other fees

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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.