Risk profiling guide launched for Financial Planners
- Thursday, 12 November 2015
- Articles
A new 52 page risk profiling guide has been launched for Financial Planners and their clients.
Read more...Distribution Technology makes 3 senior appointments
- Tuesday, 06 October 2015
- Articles
Investment risk profiling and Financial Planning systems provider Distribution Technology has recruited three senior executives from Bankhall to join the asset and risk modelling and IFA account management teams. Read more...
Financial Planners and Paraplanners to vie for new award
- Thursday, 29 January 2015
- Articles
A new award has been launched for Financial Planners and Paraplanners who have been challenged to build a high quality plan based on a case study to claim victory.
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Technical Update: Retirement revolution
- Tuesday, 06 January 2015
- Insight & Analysis
So will they buy Lamborghinis or long-dated gilts, diamonds or gold-plated drawdown plans? Quite how those approaching retirement from next April will adjust to the new retirement planning freedoms is the great unanswered question.
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