Revealed: Best Practice Adviser Awards 2022 – East Asia
Which firms triumphed?
Best Practice
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Pimfa bids to tackle lack of diversity in advice sector
Its campaign aims to ‘dispel negative perceptions’ around the industry
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Advisers demand more ESG training
Opportunity for asset managers and product providers to bridge the knowledge gap
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Racial discrimination ‘rife’ in financial services
With unwelcome comments on race still being tolerated in the workplace
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Why I became a financial adviser…
Louise Worrall was in the Royal Navy before joining Worrall Financial Management
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‘Watershed moment’ as FCA eyes simplified advice regime
In a bid to provide mass market consumers with greater access to services
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Why I became a financial adviser – Jake Barber of SJB Global
Jake Barber was a derivatives trader before joining SJB Global.
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PFS creates Consumer Duty guide for advisers
To help IFAs understand the FCA’s expectations for the incoming regulation
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Advice firms told to ‘get creative’ to attract younger clients
As they prepare to future-proof their businesses
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Why I became a financial adviser – Gareth Blease of Holborn Financial
Gareth Blease was a professional golfer before joining Holborn Financial
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Most advisers rely on portfolio performance to evidence value
This fails to measure the planning and emotional support that clients get from IFAs
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Consumer Duty to force wealth firms to rethink business models
While white paper says the regulation will bring adviser-platform relationship closer