Passing the torch: helping the next generation of advisers
‘We all have a part to play in ensuring that the financial services industry continues to flourish’
Best Practice
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Estates worth over £10m hit with half the IHT rate
Freedom of information request highlights deep inconsistencies in UK inheritance tax
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Help your clients ride the wave of volatility
Business expert, Karen Blatchford explains how providing clients with insight into how their investments work during volatile times could help them have confidence to remain invested and focused for the future.
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Case Study: How to move to the Middle East
Andrew has just moved to Dubai and been mis-sold an offshore bond. What can he do?
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Australia moves to shut down grandfathered commissions
Advisers have a month to respond to a consultation
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Royal London bolsters CISI financial planning mentoring scheme
Schroders and James Hay already assist mentors and mentees with a technical helpline
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Australian financial services body introduces ethics exam
The test has been developed in partnership with the Chartered Institute for Securities and Investment
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Mental health in the financial planning workplace
Not just for the sake of the advisers – but also for the clients
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Aussie Royal Commission ignored ‘value’ of financial advice
‘Disturbing’ suggestions were made based on the examples of poor professionals, says industry body
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Poor pension freedom knowledge opens door for advisers
Firms could ‘reap rewards’ if they endorse inheritance tax incentives to new prospects
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Top international queries from financial advisers
Inheritance tax, property trusts, moving abroad and chargeable gains questions are among the most common
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Online portal set up to help Australian advisers
‘There’s no time for confusion’ for the country’s financial planning sector