PFS unveils independent governance review
CEO of the professional body says findings and suggestions will help ease members’ concerns
Best Practice
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How advice firms should attract millennial clients
They need to start future proofing the business
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How best can product transparency benefit investors?
Advisers insights about the way providers should approach their clients is ‘particularly valuable’
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Women face ‘significant’ barriers to enter wealth industry
Firms told they ‘need to challenge existing cultures and overcome gender biases in recruitment practices’
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Quilter revamps financial adviser school qualifications
As head of the academy exits
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Asia and Middle East family office trade bodies join forces
In a bid to develop the industry across both regions
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CFA Institute revamps global programme
Changes represent ‘an important milestone’ for the investment industry
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How the Trust Registration Service changes impact advisers
They come into force on 1 April
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Ex-Sandringham FP recruitment director sets up adviser consultancy firm
‘Too many advisers still undervalue themselves’
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How life insurers can attract younger clients
‘There is no one-fits-all solution to educating millennials’
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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