Financial Planners need to improve their knowledge of philanthropy, with just 5% confident about advising clients in this area, according to a new report.
While there may be challenges to deal with down the line, a new report for Financial Planning Today Magazine found that at present, most Planners do not feel threatened by AI.
In the latest Paraplanning column for Financial Planning Today Magazine, Paraplanning mentor and rugby player Sam Patterson looks at what the sport can teach financial professionals.
Womens' finances are coming more under pressure as the cost-of-living crisis has disproportionately impacted their ability to withstand the potential impacts of a recession, according to a new study.
Amanda Blanc, the group CEO of Aviva, has been made a Dame in the New Year Honours list for “services to business, to gender equality and to net-zero.”
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