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How social media can help you find new clients in latest magazine
A double page feature on social media for Financial Planners, packed with practical tips from experts, is now available to all website users through the third issue of Financial Planning Today.
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Cashflow modelling expert says cashflow model NOT essential
A Chartered Financial Planner who built his own cashflow modelling software, which now has 4,000 users, says cashflow modelling is not essential to Financial Planning.
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Planning firms can get nearly £10k to pay for apprentice
Financial Planning firms are to be offered up to £9,600 if they take on an adviser apprentice.
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Cashflow modelling key in new UK adviser apprentice scheme
Cashflow modelling has been included among the key competencies required of trainee advisers entering a new national Government apprenticeship scheme.
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Key DFM details for Financial Planners published
The latest key information for Financial Planners on DFMs has been released in a new directory.
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Gazzard warns PFS Conference advice gap could grow
Former IFP chief executive Steve Gazzard has told today's PFS National Financial Planning Symposium in London that the advice gap could get worse without action.
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Financial Planning Today magazine issue 3 out now
The third issue of Financial Planning Today, our new 40-page magazine, is now live online and available first to our email newsletter subscribers.
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Financial Planning Today magazine issue 3 out soon
The third issue of Financial Planning Today, our new 40-page magazine, will be published this week and will be made available online first to our email newsletter subscribers.
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Business booms for planning firm set up in a back bedroom
A firm of Chartered Financial Planners set up 21 years ago by one man in his bedroom has reported a 20 per cent rise in annual turnover and its sixth consecutive year of growth.
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PFS board director unsure over Paraplanner standard
A PFS board director says she has mixed views over introducing a professional standard for Paraplanners but believes the UK profession appears “far ahead” of their US and Australian counterparts.
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Ex-IFP President: CISI fence sitters will return to fold
A former IFP President believes any ‘fence sitters’ who have been unwilling to accept the merger with the CISI “will return to the fold”.
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‘Treat your clients like they’re your family’
Treating clients as if they were a family member is one of the keys to retaining them and having long term relationships.
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Julie Lord: Some advisers long way off understanding cashflow
It seems that my last column about Lifetime Cashflow Planning has provoked some interesting debate.
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George Kinder: Cashflow model valuable but not essential
Cashflow modelling is extremely useful, but not essential to good Financial Planning. I’m in great agreement with Financial Planner Martin Bamford here.
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Latest issue of FP Today magazine now available
The second issue of Financial Planning Today magazine, the sister digital publication to this website, has been published and is available for free download to Financial Planners, Wealth Managers and Paraplanners.
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Planner exam entrants mistaken over cashflow requirements
Many candidates aiming to gain Certified Financial Planner status wrongly believe that a comprehensive cashflow is obligatory in the assessment, the CISI’s head of Financial Planning says.
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Jo Hague: It’s into the unknown without lifetime cashflow
I’ve been watching the results of the Financial Planning Today survey as to whether or not the Planning community feel that cashflow planning is essential to a Financial Plan.
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Steve Martin: My heart sinks at cashflow modelling doubters
As the great cashflow modelling debate continues, following the recent Financial Planning Today poll, Steve Martin CFPTM Chartered MCSI, gives readers his perspective on why it is essential.
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Platforms: Paraplanners predict more deals after Cofunds sale
Paraplanners are predicting more takeover deals in the platforms sector, following the recent sale of Cofunds by L&G to Aegon for £140m.
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Editor's Column: Cashflow Modelling works but not for all
The debate on the value of Cashflow Modelling as part of ‘true’ Financial Planning has become a heated one, as we’ve discovered on Financial Planning Today.
Assuming cashflow is required, the following results were found.
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