Royal London and Square Mile team up to educate advisers on ESG
By creating a series of videos and guides to help them navigate range of products available
Best Practice
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How to support ethnic diversity in the investment sector
Data shows that inclusive firms perform better, but ‘treating people equally is the right thing to do’
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UK wealth manager partners with real estate trade body
To provide members with financial planning, investment management and tax planning services
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Ethnic minorities in finance find low commitment to inclusion
Bame employees in financial services are overlooked at work and two-thirds have experienced discrimination
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How to fix MENA’s pension problem
Funds, or rather the governments guaranteeing them, are now facing a dilemma
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Will unvaccinated Brits struggle to get affordable insurance?
‘Development of new products’ around covid is ‘a commercial decision for individual insurers to take’
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Educating next gen clients
Connecting with them isn’t all about social media… right?
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FEIFA membership hits 70 firms
Chief executive says growth reflects ‘increasing professionalism of the advice sector’
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Advice industry ‘must redouble’ efforts to attract more women
As evidence shows the female adviser gap is ‘starting to narrow’
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WWF Singapore and ASFI launch sustainable finance courses
Bank of Singapore is the first company to roll them out to its staff
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Fairstone adds junior finance academy to teach kids
Industry needs to ‘prepare’ for the younger generation to have more disposable money
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37% of CII and PFS members are second careerists
But apprenticeships and family connections are not common entry paths