Our 2023 Financial Planning Profession Survey is now open and we want you to share your views.
Read more ...What do you really think of the Consumer Duty 1 year on?
- Monday, 21 August 2023
- Articles
Our 2024 Financial Planning Today Reader Survey for the Financial Planning profession is now open and we want your views on everything from the Consumer Duty upheaval to the value or otherwise of remote working.
Read more ...Five £50 M&S Vouchers to win with our Survey Draw
- Monday, 21 August 2023
- Articles
Our 2024 Financial Planning Today Reader Survey is open - and we want your views on everything from the Consumer Duty to remote working.
Read more ...£50 M&S Vouchers to win in our Survey Prize Draw
- Monday, 21 August 2023
- Articles
Our 2024 Financial Planning Today Reader Survey is now open and you can take part to share your views on everything from the Consumer Duty to the future of remote working.
Read more ...Canada Life reports doubled annuity sales
- Monday, 21 August 2023
- Articles
Canada Life has reported doubled annuity sales compared to last year, according to its UK half year financial results.
Read more ...Evelyn expands in Bristol with solar-powered new offices
- Monday, 21 August 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners is planning further expansion in Bristol as it relocates its office in the city to a new energy-efficient building, the new EQ development at 111 Victoria Street.
Read more ...Tenet to transfer 360-adviser wealth arm to Openwork
- Monday, 21 August 2023
- Articles
IFA network Tenet Group is to close its wealth business and offer advisers a chance to join the bigger Openwork Partnership.
Read more ...Casebook: Death of an entrepreneur
- Monday, 21 August 2023
- Articles
Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband.
Read more ...Staffing a key challenge for Planner firm growth
- Friday, 18 August 2023
- Articles
The recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.
Read more ...Quilter adds client comms guide
- Friday, 18 August 2023
- Articles
Wealth manager and Financial Planner Quilter has added a client communications guide to its Consumer Duty support for advisers.
Read more ...