If you’d told me 10 years ago that Paraplanners would don warpaint once a year and happily gather to chew over technical issues in a giant teepee in Northants I might have suggested you’d been smoking the peace pipe a bit too long.

Read more ...

St James’s Place Wealth Management has recently been hammered in the press, particularly by the Times, over its incentive schemes. At the risk of being hung, drawn and quartered I believe the criticism has been over-done.

Read more ...

I must confess I always had reservations about the Pension Freedoms when they were introduced by George Osborne in 2015 and the latest FCA figures seem to back up comments I made at the time.

Read more ...

It was good to get to the CISI 2019 Financial Planning Conference in Birmingham this week and meet some old faces - always one of the highlights of these events for me.

Read more ...

The Financial Planning profession is heading in a new direction and there’s no better evidence of this than today’s (11 October) PFS Graduation Ceremony in the august surroundings of the Merchant Taylor’s Hall in the City of London.

Read more ...

As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!

Read more ...

We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.

Read more ...

I’m annoyed about this! About it being all about us in the profession, apparently failing to address this crucial issue of the advice gap.

Read more ...

I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.

Read more ...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/