CISI partners with China-based international business school
To develop a joint wealth management programme
Best Practice
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How can advisers ease clients’ recession fears?
UK economy contracted for the second month in a row in April
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22% of Brits contacted by pension scammers in last 3 months
As a third say they don’t know how to stop fraudsters targeting them
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AIA rolls out Shariah fund in Singapore
To meet the increasing demand among Muslim clients in the Lion City
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How will the FCA Consumer Duty impact the protection market?
Regulator wants to make a ‘big change in financial culture and behaviour’
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MPs call for inquiry into financial education in UK schools
Millions of children without money skills are ‘left vulnerable to economic shocks and financial scams’
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Pension fintech firm partners with financial planning business
100,000 people every month in the UK are planning for their retirement by searching on Google
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Tax and diversification advice most valued by young HNW Brits
Tech-savvy generation ‘still eager to receive tailored guidance on the complexities of managing wealth’
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Ailo unveils vulnerability code of conduct
It will help members ‘evolve strong and consistent behaviours’ to confidently serve clients
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Schroders creates adviser net-zero guide
75% of IFAs report increase in number of clients asking for sustainable investment options
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Rathbones IFA subsidiary to move to restricted advice model
Almost a year after the wealth manager bought the business for £150m
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87% of young Brits lack financial education
Despite money management being part of the curriculum across most of the UK