Professional Standards

Leverage existing trust, it’s the best place to start

The confidence hit that the advice industry has taken in the last year may not be as bad as it seems, considering the residual trust clients still have in their advisers.

Ray McHaleFebruary 13, 2019

HNW clients think just like us: UK academic

Herman Brodie is conducting a study on whether the big five personality traits are as common in wealthy people as they are to the rest of us. He hopes – and suspects – the answer is yes.

Tahn SharpeFebruary 11, 2019

The truth about trust

To understand what the community expects of financial advisers, it's important to establish what key elements make up a trustful relationship.

Simon HoyleFebruary 7, 2019

CFP review delayed, not immediate focus

The FPA is weighing up how it can reshape the CFP designation after being blindsided by FASEA, but the review the association announced in December is on hold, for now.

Tahn SharpeJanuary 31, 2019

Accountants’ carve-out request reveals profession’s wounds

It’s eminently reasonable to require qualified professional accountants who offer financial planning services to undertake additional training in ethics and other relevant studies. Submissions to the contrary highlight just how much the profession is missing the point.

Robert MC BrownJanuary 24, 2019

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Professional Standards

Professional Standards

Leverage existing trust, it’s the best place to start

Education

HNW clients think just like us: UK academic

Professional Standards

The truth about trust

Education

CFP review delayed, not immediate focus

Professional Standards

Accountants’ carve-out request reveals profession’s wounds

Education

ClearView enlists freewheeling academic

Education

FASEA meets advisers halfway on degrees

Education

Advice fee models will change

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