Making technology work for Financial Planners

Financial Planners are increasingly turning to technological solutions to help them better engage with clients or run their business more effectively.

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Leading planner Marlene Outrim releases new book

An ex-President of the Institute of Financial Planning has penned a new book showcasing ‘inspiring’ people aged 60 – 90 that demonstrate how to make the most of retirement.

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Financial Planning firm reassures clients over Brexit

A Financial Planning firm has advised clients its “business as usual” and believes volatility is short term, in the wake of the EU referendum result.

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'Financial Planning Week helped us gain new long term clients'

A Wales based Financial Planning firm has told how taking part in an IFP campaign in recent years has won it new long term clients.

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