IFA company sets up eighth joint venture
The other JVs have added around £68.5m of AuM
Best Practice
-
-
Wealth firm targets paraplanners with adviser academy
It will help train financial services professionals with no client-facing experience
-
US advisers face pressure to improve ESG knowledge
Millennials ‘strong appetite’ for the investment strategy creates ‘opportunity’ for industry
-
Vulnerable advice clients ‘slipping through the cracks’
Just 32% of advisers have put specific practices in place to help these customers
-
International inheritance and succession network hits the market
It will help individuals, family offices and advisers manage the complexities of cross-border planning
-
Australian financial planning trade bodies merge
Partnership will ‘give us an even stronger voice in what continue to be challenging times for advisers’
-
Advisers lack ESG focus in client portfolio reviews
But they discuss sustainability preferences with new customers during onboarding process
-
Advice firm targets young women with financial education platform
To tackle gender wealth gap
-
We have zero LGBT+ data, admit trade bodies
But CII reveals to International Adviser it plans to survey its members this year
-
25% of UK advisers unaware of incoming Consumer Duty rules
Platform providers in demand to help deal with the changes
-
Advice network unveils Consumer Duty hub
It has been designed to ‘deliver support in every area of meeting these requirements’
-
Openwork unveils business school for financial advisers
To help them with commercial and management development