Best Practice
Top tips and guidance for advisers on how to implement best practice in their business models.
Best Practice 7 Jan 25
IA Global Financial Services Awards are back for 2025
The International Adviser Global Financial Services Awards for 2025 will be launched soon with all categories for 2025 open for nominations
Best Practice Adviser Awards 6 Jan 25
Hoxton Wealth adds financial planner to UK team
He said he wants to position lifestyle planning more into his style of advice
Best Practice Adviser Awards 6 Jan 25
Women over 55 get £6,000 less pension income pa than men
Men have around £80,000 more saved in cash and other investments compared to women
Best Practice Adviser Awards 6 Jan 25
Steven McBurnie named chair of CISI Paraplanner Interest Group
He takes over from Dan Atkinson who steps down as PPIG chair after five years
Best Practice Adviser Awards | 3 Jan 25
Saffery Trust unveils raft of key promotions in Guernsey, Geneva
These include the advancement of two NextGen leaders
Best Practice Adviser Awards | 3 Jan 25
Six key estate planning strategies amid IHT rule changes
It’s important not to make drastic decisions off the back of the Budget announcements
Best Practice | 1 Jan 25
Welcome to 2025 – with exciting new plans set for New Year for both II and IA brands
Happy New Year for 2025 to all of our readers, partners and sponsors
Progeny becomes CII international professional partner firm
Achieving IPPF status brings Progeny’s international offices in UAE, Singapore, Hong Kong, Belgium into alignment
Best Practice | 13 Nov 24
Blacktower FM founder John Westwood gains lifetime achievement award
The international adviser group was also named Company of the Year at the Algarve Business Awards