‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
Best Practice
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SJP unveils responsible investment training programme
To help its advisers integrate best practices when dealing with clients
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Copia Capital unveils Consumer Duty toolkit for advisers
It teamed up with the Lang Cat to help firms implement the regulation
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FCA expects firms to make ‘fundamental changes’ for Consumer Duty
But it wants to work together with industry to ‘rebuild trust and confidence’
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Menopause support for women lacking in financial services
Some feel this is caused by ageism and gender discrimination
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Why I became a financial adviser…
Ryan Jagt previously worked at McDonald’s before joining the industry
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10 ways to help close the gender pension gap
On average, women are more than £100,000 worse off in retirement than men
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UAE investment company bids to improve female financial education
Partnership will give women in the region access to tools and skills to help with saving
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How advice businesses can integrate ESG strategies
As regulators emphasise the need to address sustainability concerns
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Dynamic Planner teams up with Quilter Financial Planning
Which will support advisers in meeting Consumer Duty requirements
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CII to pilot new financial planning test format
Amid simmering tensions with the PFS as members look to jump ship to rival professional bodies
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Why I became a financial adviser…
Emma Prince worked for a global paint manufacturer before joining Quilter Financial Advisers