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Latest Breaking News On - Vulnerable clients - Page 1 : comparemela.com
St James's Place to offer adviser virtual reality training through CII
St. James’s Place (SJP) has teamed up with the Chartered Insurance Institute (CII) to expand its virtual reality (VR) adviser training.
Sjp-financial-adviser-academy
Bill-white
Jp
Edward-grant
Consumer-duty
Vulnerable-clients
Virtual-reality
Is advice really all just about money at the end of the day?
Hope Coumbe delves into an adviser’s recent admission about what their clients care about and how true it is across the board…
Opinion
Vulnerable-clients
Why wealth is not an insulator against vulnerability
Jonathan Barrett spells out why wealth is not, and will never be, an insulator against vulnerability.
Kate-tuckley
Financial-conduct-authority
Consumer-duty
Jonathan-barrett
Momentis
Vulnerability
Vulnerable-clients
Opinion
Attorney stole $250K from vulnerable clients she was appointed to protect, officials say
She “betrayed” them, Alabama’s attorney general said.
Dekalb-county
Alabama
United-states
Georgia
Teresa-darwin-phillips
Steve-marshall
Darwin-phillips
Clatchy-news
Kalb-county
Teresa-darwin-phillips
Vulnerable-clients
Attorney stole $250K from vulnerable clients she was appointed to protect, officials say
She “betrayed” them, Alabama’s attorney general said.
Alabama
United-states
Dekalb-county
Georgia
Steve-marshall
Teresa-darwin-phillips
Darwin-phillips
Clatchy-news
Kalb-county
Teresa-darwin-phillips
Vulnerable-clients
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