CII rejigs schedule for tax, trust and financial planning exams
Ensuring future capacity and access to professional advice ‘has never been more critical’
Best Practice
-
-
How to avoid tone-deaf marketing during a pandemic
It’s a delicate balancing act between offering support and advice without appearing opportunistic
-
How have advisers in Asia coped with coronavirus?
Have lessons from the Sars outbreak stood the region in good stead?
-
Wealth firm commits to empower female investors
Industry is starting to make real progress but ‘there is still a long way to go’
-
Dynamic Planner CEO: client conversations for today’s markets
Ben Goss offers four key talking points for advisers when speaking to worried clients
-
CII to remove professional barriers for adults with autism
Businesses ‘cannot survive if they ignore the talent available within the entirety of our society’
-
Quilter unveils phone-based financial advice service
Firm will have the capacity to help more households across the UK receive the support they need
-
How to make charitable giving tax efficient
Prolonged self-isolation could throw into sharp relief the importance of helping others
-
Professional body unveils covid-19 business guide for firms
It encourages all members to review the document to see what support is available
-
Adviser software developer creates online community group
In a bid to keep people in the industry collaborating amid issues arising with covid-19
-
South Africa financial services industry gets ready
As regulator outlines its expectations for how businesses should deal with coronavirus
-
Life insurance scammers crawl out from under rocks
Times of crisis bring out the best in most – but the very worst in some