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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CISI event to explore relationships and money

An event held by the CISI, the Money Advice Service and Relate will look to explore relationships and money.

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Outsourced Paraplanning firm to double in size

An outsourced Paraplanning firm has revealed to Financial Planning Today magazine that it plans to double in size.

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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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