Digital Magazine
Digital Magazine | 17 Oct 23
Defaqto reveals most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
Digital Magazine | 8 Mar 19
How digital media can help advisers connect with new customers
Nigel Danzelman, RL360 marketing services manager, and Amber Williamson, CEO at Digital Willow, share some of their insights into making digital media work to help advisers connect with new customers.
How peer review improves advice
Putting every piece of advice through its “four eyes approach” ensures quality and healthy debate, David Benskin, director of Strabens Hall Hong Kong, told International Adviser.
Analysis: Political uncertainty keeps South African advisers in limbo
As South African financial advisers await the election of president Jacob Zuma’s successor with bated breath, where this political uncertainty leaves the implementation of the Twin Peaks reforms and the next phases of RDR is anyone’s guess.
Best Practice | 23 Nov 17
Analysis: Advisers assemble to battle Brexit
Collaboration between advisers in the UK and Europe will be key post Brexit, with the EFPA’s first initiative being to ensure that IFAs will be able to convert their UK qualifications into European diplomas.