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.
Female fund managers are punching above their weight in the performance tables, new analysis suggests.
A Financial Planning firm has been taken over by AFH Financial Group.
UK fund manager Henderson Group and the Denver-based US manager Janus Capital Group are to join forces with the new group, to be called Janus Henderson Global Investors.
A Financial Planning firm boss fears that new FCA rules on recording client phone calls could create “completely the wrong image” for her business.
The founder of a Paraplanning firm says it has become ‘virtually impossible’ to recruit experienced and qualified Paraplanners.