CFA UK unveils climate and investing certificate
Qualification will provide the practical skills and knowledge to help meet client demands
Best Practice
-
-
How to get the most out of pension tax advantages
Personal finance experts share 10 tips savers should be aware of
-
Schroders subsidiary creates adviser academy
As it partners with training specialists Redmill Advance to deliver programme
-
Just 7% of advisers have plan to retain female clients
Despite most women inheriting wealth leaving their financial planner within a year of their partner’s death
-
£1trn of pension money committed to ‘robust’ net zero
But £1.7trn is still invested in schemes that are not aligned with climate change targets
-
Utmost Group signs up to the UN PRI
Principles for Responsible Investment are aimed at helping put ESG into practice
-
Advisers and trustees need to be more risk and fraud aware
Covid is a prime example of an event that could trigger or reveal wrongdoing
-
What are the benefits of using a platform?
Don’t think of it as a product, says one managing director, view it as a service
-
Just 28% of HNW Brits to split wealth equally between children
‘There is no one-size-fits-all approach to how you divide up’ assets
-
Quilter unveils level 6 retirement planning qualification unit
It will be available from February 2022
-
Tech giants agree to only publish ads of FCA-authorised firms
As UK government told to include scam adverts in the Online Safety Bill
-
Just 21% of advisers have a strategy to attract younger clients
As most believe that COP26 has been a significant driver of demand for sustainable investments