How life insurers can attract younger clients
‘There is no one-fits-all solution to educating millennials’
Best Practice
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Adviser training provider creates CPD reporting tool
Software is a ‘natural evolution’ for the company
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The importance of being a boring retail investor
Many will be wondering what they can do this year to make up for lost ground
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Six ways IFAs can improve financial education for clients
Teaching next generations is imperative to the future of the industry
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Modernising the lasting power of attorney process
Changes will be a ‘positive step’ towards improving the process of making and registering LPAs
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Former PFS CEO sets up financial services professional body
Keith Richards has joined forces with a number of industry veterans to help advice firms implement the Consumer Duty
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How can the wealth industry attract more women?
There is ‘heightened pressure’ on the sector to bring in female advisers and paraplanners
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Ex-Coutts portfolio manager sets up investment platform comparison site
It will be for DIY investors initially with plans to help advisers in the longer term
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FCA warns two IFAs over ‘flawed’ DB pension advice
Duo reportedly failed to undertake due diligence on an unauthorised introducer
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What challenges do advice firms face with Consumer Duty?
Regulator is expecting companies to put their customers’ needs first – and be able to prove it
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‘Historic day’ as Aussie advice bodies agree merger
Deal comes at a ‘critical time’ for the financial planning industry
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UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans