Just 36% of HNWs discuss wealth plans with their partner
Clients need to be ‘open and honest with their family’ in order to ‘make most of tax breaks available’
Best Practice
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UAE central bank insurers hit with advice liability notices
FPI says it is in talks with regulator ‘to understand the implications for both providers and advisers’
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REVEALED: Best Practice Adviser Award winners Middle East
Which firms were recognised for putting clients at the heart of their business?
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REVEALED: Best Practice Adviser Award winners Europe
Which firms were recognised for putting clients at the heart of their business?
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How much does gender influence insurance cover?
Financial advisers ‘100% the way forward’ in overcoming misconceptions
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REVEALED: Best Practice Adviser Award winners UK
Which firms were recognised for putting clients at the heart of their business?
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NYU unveils financial planning postgraduate degree
Firms want advisers ‘who can meet with clients, communicate effectively, and make recommendations’
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CII inks partnership with UAE finance training centre
To boost education within insurance and financial planning sectors across the Middle East
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Stressed clients benefit from ‘therapeutic’ financial advice
HSBC Life discovers an ‘intrinsic link’ between financial planning and improved mental and physical health
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SJP develops masters degree programme with UK university
As first 12 financial planners graduate from course
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Wealth manager rolls out responsible investment hub for advisers
In a bid to ‘open up conversations’ around the strategy
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What can men do to support inclusion in the industry?
Change does not mean exclusion, and everyone has a part to play ‘on the road to equity’