When…not if…
David Denton, technical specialist from Quilter International, provides his three top ideas, that your clients may not be aware of, opening up wealth planning discussions in 2021.
Best Practice
-
-
Why I became a financial adviser…
Emily Man worked in the arts before becoming an associate partner at St James’s Place
-
Best Overall Adviser Firm 2020 revealed
Which firm took top honours in the International Adviser Best Practice Adviser Awards?
-
Brooks Macdonald International issues scam warning
It is targeting investment management clients
-
Four things Brexit has changed for Brits in the EU
Third-country status, time restrictions, residency and financial planning issues abound
-
‘Vital’ to bring in wave of new financial advice talent
Over 80% of PFS members would recommend reskilling to second careerists joining sector
-
PFS unveils financial vulnerability taskforce
To promote a ‘greater understanding of clients’
-
UK wealth manager sets up adviser academy
It will be ‘pivotal in organically growing the business over the long-term’
-
From pro footballer to financial adviser
Ex-Premier League star sees ‘a lot of similarities’ between his previous career and wealth management
-
Why I became a financial adviser…
Mark Staton was a police officer before joining UK firm Elite Financial Planning Consultants
-
High net worth individuals fear lack of financial knowhow
Advisers ‘can play a critical role’ in a bid to help educate clients
-
DeVere Group offers free ESG advice to clients
It aims to ‘position’ $1bn in environmental, social and governance investments in five years