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Cover feature: Selecting the right platform 'elixir'
- Wednesday, 08 January 2014
Applying due diligence to finding the right platform is notoriously difficult. Will planners find the perfect panacea or a poison potion? Geoff Mills, of ratings company RSM, suggests some questions to ask.
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Technical Update: Growing retail investment use of ETFs needs diligence
- Wednesday, 08 January 2014
Market and regulatory change is altering the way planners do business and nowhere is this more obvious than in the ETF sector where retail usage of this once predominantly institutional investment class is growing rapidly.
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My Business: Tina Weeks of Serenity FP
- Thursday, 02 January 2014
Each month Financial Planner asks a leading Financial Planner to share best practice from their business and the story of how they and their colleagues built their company. This issue we talk to Tina Weeks from Serenity Financial Planning of Barnet, London.
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