Guest Column: 4 ways to help clients cope with volatility
- Wednesday, 15 July 2020
- Comment
Financial Planners who have built strong relationships with clients will have seen predictable reactions to recent market movements - but what if we could better predict and understand emotional reactions and investment intentions during these challenging times?
Read more...Guest Column: 3 must-haves for socially-distanced planning
- Wednesday, 08 July 2020
- Comment
The pandemic is impacting different sections of society in different ways. For example, a recent study by Legal & General suggested that 1.5m people plan to delay their retirement because of Covid-19 and its financial impacts.
Read more...Guest Column: 5 Adviser Tech Innovations in lockdown
- Friday, 19 June 2020
- Comment
As dawn broke on 17 March, we sent out the bat signal to the moneyinfo crew to implement our business continuity plan, writes Tessa Lee, MD of fintech moneyinfo.
Read more...NEW: My WFH Day with David Inglesfield
- Wednesday, 29 April 2020
- Articles
For most people working in Financial Planning the working day has changed radically since the outbreak of Coronavirus and working from home guidance from the government. In this occasional series we’ll be asking people working in the profession to tell us how they schedule their working days.
First David Inglesfield, chief executive of fast-growing Financial Planning and wealth management firm IWP (Independent Wealth Planners).
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