Education
Best Practice | 12 Nov 18
Three-quarters of UK adults lack financial education
Quilter survey finds 98% of respondents believe finance should be taught at school
Best Practice | 16 Oct 18
Intrinsic funds 58-week adviser training course
Students expected to stay as restricted advisers with Intrinsic for two years after qualifying
SJP adviser re-evaluation ‘under review’
Refresher for financial advisers not rejected by St James’s Place
UK financial advisers to face ‘re-evaluation’ test
The Financial Conduct Authority has teamed up with the Chartered Insurance Institute
Chinese millennials – an untapped client pool for advisers
Only 44% of Chinese people aged 18-34 have started saving for retirement