Fertile ground for an advice outbreak

How COVID-19 has changed the advice landscape forever

Webinar: Technical Masterclass – Life insurance, estate planning and divorce

This webinar covered socio-legal trends in marriage breakdown, the impact on estate planning, advisers’ duty of care post-separation, life risk cover as an estate planning tool, its tax implication...Read more

26 Sept, 2024

Part 2: Creating a security framework for your financial advice practice

In Part 1: Cyber security tips for advice practices, we covered essential cyber security tips for advice practices, including identifying at risk assets, training employees, and implementing strong...Read more

26 Aug, 2024

Identifying and supporting clients experiencing domestic violence

Domestic violence affects many individuals across various demographics, with financial abuse often going unnoticed. This content highlights the signs of financial abuse, such as controlling access ...Read more