Q&A on 2022 with Planning guru George Kinder

 

Financial Planning Today editor Kevin O'Donnell recently caught up with Life Planning guru George Kinder, one of the world's best known advocates for Financial Planning, about his new book, his views on the profession in 2022 and how he sees the long-term impact of Covid-19 on the way Financial Planners work.

Read more...

TISA CEO David Dalton-Brown steps down

David Dalton-Brown, CEO of investment and savings trade body TISA, will step down at the end of January.

Read more...

FinCalc revamps client portal

Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client.

Read more...

Annuities may stage comeback as CPI soars - planner

National Financial Planning group Continuum has predicted that annuities may see a return to favour as advisers try to cope with the impact of soaring inflation on their clients.

Read more...

More must be done to report pension scams says TPR

It said that all advisers, administrators, trustees and providers should take responsibility for protecting pension savers by joining its pledge to combat pension scams.

Read more...

38% net growth in advised customers at AJ Bell

Investment platform AJ Bell saw 4,960 net new advised customers for the three months ending 31 December, up 38% compared to the same period in 2020.

Read more...

CashCalc adds gross cashflow modeller

Financial Planning software firm CashCalc has launched a gross cashflow modeller which accounts for tax calculations.

Read more...

CISI CEO Culhane to step down after 18 years

The long-serving CEO of the Chartered Institute for Securities & Investment (CISI), Simon Culhane Chartered FCSI, will step down in September after 17 years in the role.

Read more...

£280m Charles Stanley takeover moves step closer

Wealth manager Charles Stanley’s takeover by rival Raymond James has moved a step closer with the scheme of arrangement receiving High Court approval.

Read more...

Over-45s keeping advisers in dark over vulnerability

Only 16% of over-45s informed their financial adviser they were facing circumstances which could make them financial vulnerable, according to a new report.

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/