What resources are Financial Planners using to select funds?
- Monday, 05 January 2015
- Insight & Analysis
Successful fund selection requires intensive research, so what resources do Financial Planners use to ensure their clients are provided with suitable portfolios? Nicola Brittain found out.
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Feature: How tech is driving Financial Planning efficiency
- Monday, 07 July 2014
- Articles
Financial Planning has traditionally been a people-focused profession but technology is transforming the way that planners engage with clients. Nicola Brittain asked planners to share their views on the future and their tips in the July edition cover feature of Financial Planner Magazine.
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