Almost a third of employing businesses unable to find suitable staff
Almost a third (31 per cent) of employing businesses are having difficulty finding suitable staff, according to survey...
READ MORE
Talking about philanthropy when constructing or reviewing a financial plan for clients can help advisers build trust and aid them in the regulator-required ‘know your client' process, according to Equity Trustees.
General manager, philanthropy, Tabitha Lovett, said advisers who had detailed discussions with clients about their philanthropic goals had a greater understanding of "what makes their clients tick", hence fulfilling the ‘know your client' requirement.
Read the full story at Money Management.