Financial adviser stole millions from older, vulnerable clients, California police say
Police are seeking additional possible victims.
Source: yahoo.com
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Clients and staff face uncertainty as Cambridgeshire care agency shuts
Beaumont Healthcare provides care for more than 150 people in Cambridgeshire and Bedfordshire.
Source: yahoo.com
SJP implements VR training to highlight client vulnerability
St James’s Place (SJP) is using virtual reality to train advisers on how to advise vulnerable clients.
Source: professionaladviser.com
How advisers can best meet the needs of vulnerable clients
The FCA is expecting strong processes to meet the needs of vulnerable clients. So what does best practice look like? Jonathan Howard explores the options...
Source: professionaladviser.com
TAL unveils financial adviser education platform's new series
New series to benefit clients experiencing vulnerability
Source: insurancebusinessmag.com