The former chief executive of the National Employment Savings Trust has been awarded a CBE in the New Year’s honours list.
Facebook founder Mark Zuckerberg’s pledge to donate the equivalent of $45 billion of his company’s shares will give a significant profile boost to philanthropy, an executive director at Coutts says.
Advisers will be subjected to unfair accusations of greed when the new second hand annuities market opens, a Financial Planner fears.
High net worth clients have made retirement planning their top priority for financial resolutions in 2016.
A campaign sparked by the ‘devastating’ consequences of ‘shattered’ retirement plans has nearly enough support to trigger a debate in Parliament.
Robo-advice could be a way to bridge the so-called advice gap, The Association of Professional Advisers has told the Government.
Too many platforms are “chasing the mirage of profitability” without adequately managing their cost base, AJ Bell’s chief executive believes.
The chairman of the new IFP Professional Forum committee has called for members’ help with developing the Level 4 Financial Planning exam in 2016.
Financial Planners’ challenge to develop deep trust within their clients and to engage them in the right way is the subject of a new book.
A Paraplanner believes that employers might be reluctant to give their backing or the necessary time for Paraplanners to develop their own professional standards.
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