Julius Baer partners with Chinese wealth management institute
In a bid to improve training and education in the country
Best Practice
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How has coronavirus accelerated the global wealth transfer?
Advisers will have to adapt their offering to deal with the ‘physical and emotional changes’
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Fund managers offer paid internships to boost black talent
#100BlackInterns programme aims to tackle underrepresentation in the City
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Sipp specialist rolls out on-demand CPD service
It is fully accredited by the Chartered Institute for Securities and Investment
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Wealth transfer – certainty in an uncertain world.
David Denton, Head of Technical Sales, outlines the key considerations for advisers when succession planning for their wealthy clients. Help your clients to plan to pass on their wealth at a time of uncertainty Having accumulated wealth, internationally mobile and high net worth clients then face the matter of succession law and how they…
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Industry body rolls out MBA in Islamic finance
The part-time two-year graduate degree will help ‘professionals develop comprehensive knowledge’
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A compassionate new divorce law
Advisers should prepare to help HNW clients find a more amicable approach to divide assets
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Singapore regulator creates institute of digital finance
To spearhead education and research into fintech in Asia
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More than 24 million vulnerable clients in UK, says watchdog
‘Pressure is on for companies, government and charities to tackle’ this growing problem
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45,000 free financial textbooks sent to UK schools
Money and Pensions Service and consumer champion Martin Lewis splitting cost of the £368,000 project
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What skills do family office advisers need?
Newly developed roadmap could help firms recruit
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Five tips to get expat finances Brexit-ready
Coronavirus has dominated the news, overshadowing the UK exit from the EU