Firms can take steps for better CIP delivery
Catch up on the discussion
Higher expectations on how firms evidence governance, risk and compliance
Telling clients not to worry rarely provides the reassurance they need,
Three questions advisers should be asking now
'The bottom line is that bias is commonplace and counterproductive'
'The political architecture is elegant, from the Treasury's perspective'
'It is clear that the world has changed and government spending is being redeployed'
'In many cases, one parent will meet a greater share of the children’s financial needs'
How does jurisdiction affect the financial outcome?