Intelliflo rolls out open banking for advisers
It will give them a ‘more realistic understanding’ of their clients’ financial situation
Best Practice
-
-
Defaqto unveils drawdown guide for advisers
‘Perfect storm’ created by pandemic shows need for planners to sharpen focus on risk
-
Legal & General launches free retirement planning course
In a bid to help older clients, who are more likely to face long-term unemployment due to pandemic
-
‘Too many scandals’ prompt FCA to take action
Aim is to ‘ensure people can better navigate financial services to invest for the future’
-
Is working from home a viable long-term strategy?
Recruiting staff isn’t necessarily a problem – but keeping them could be a real challenge
-
PFS calls on insurers to improve customer experience
Following International Adviser investigation into discrimination against some clients
-
How to plan wealth transfers in uncertain times
Different legal systems around the world will impose own rules on how estate can be distributed on death
-
Schroders and Lloyds joint venture unveils adviser academy
It will ‘address a national need to repopulate the wealth advice sector’
-
Investment manager unveils ESG encyclopaedia for advisers
‘There is so much noise at the moment that it’s difficult to get a clear idea’
-
Advice academy to roll out tax and law courses
Comprehensive training will ‘foster a new generation of advisers’
-
CII bolsters Saudi Arabia adviser education programme
It is a ‘very significant development for the Middle East’s insurance and financial planning sectors’
-
Julius Baer partners with Chinese wealth management institute
In a bid to improve training and education in the country