Society of Later Life Advisers partners with CGWM
In a bid to raise standards in the later life investment sector
Best Practice
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‘Wobbly bits’ title a disservice to important diversity progress
Syntax is vital for creating an inclusive industry
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Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
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Feifa unveils recruitment hub
To help member firms that have been ‘struggling to find appropriate people to fill roles that they have available’
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Why I became a financial adviser…
James Milligan was previously a concierge before joining SJP
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Two foundations join forces to help women into financial services
Programme will have an initial cohort of 10 women
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CISI partners with Anglia Ruskin University
To offer eligible students the option of sitting CISI exams during their course
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Why I became a financial adviser…
Luke Staden was previously a stockbroker before joining Blacktower
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South African regulator to revamp trustee e-learning platform
First set of modules will be launched in September 2023
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CII unveils training programmes for advice industry
Both schemes will begin in October
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Brooks Macdonald partners with Family Business United
Wealth manager will provide a range of services to 250 member companies and their employees
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How important is anti-money laundering compliance for advisers?
As the UK regulator steps up efforts to crackdown on financial crime