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Wealth management skills core for Financial Planners

Wealth management skills have become core for Financial Planners as the profession moves upmarket.


From probation officer to Financial Planner

The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.


Julie Lord: We should feel privileged to help clients

No day is ever the same - our clients are different; their needs and goals are different; their circumstances are different and often subject to change with little or no warning.


Increasing regulatory cost biggest hurdle for Planners

Increasing regulatory costs is the biggest hurdle facing Financial Planners in the next 24 months, according to our annual survey.

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