Financial Planning firms gained three or four new ‘million pound clients’ as a result of Financial Planning Week this year, it was revealed this morning.
Any Financial Planning members of the CISI acting like “Mr Grumpy’ have been urged to give the organisation a chance, as a the first year anniversary of the merger with the IFP draws near.
Young workers would ditch a pension contribution from their boss to save into a Lifetime ISA, a report suggests.
Day 2 of the biggest Financial Planning event of the year is getting underway this morning and you can follow live coverage of the event right here.
Firms need to introduce training and support to staff to ensure that their code of ethics is “part of the DNA”.
Global Financial Planning Standards Board CEO Noel Maye has revealed the organisation is planning a global consumer campaign to promote the benefits of Financial Planning as a way to help spur ambitious plans to increase the number of CFP professionals worldwide from 161,000 now to 250,000 by 2025.
The FCA has sent out a warning about a Canary Wharf-based asset manager.
Financial Planners will get a unique perspective on how to change clients’ perception of risk this week from an ex-professional Poker star, who has rubbed shoulders with some of Hollywood’s top talent.
Chartered Financial Planning group Fairstone has announced a takeover of an IHT planning specialist with 1,450 clients.
The biggest Financial Planning event of the year is set to get underway this morning.