Monday, 05 January 2015 16:39

IFP corporate member profile: ETF Securities

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ETF Securities is a leading provider of exchange traded products (ETPs) in Europe, and one of the largest independent ETP issuers in the world, offering products across a range of asset classes including commodities, currencies and equities.
The wrap and platform market has experienced considerable upheaval over the last 24 months following the Retail Distribution Review, the move to clean share classes and the price wars of 2014. But will the pressure continue into 2015 and, if not, what can we expect to see? Nicola Brittain reports.
Monday, 05 January 2015 16:12

Sipp sector split to have echoes of decade gone by

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The Sipp market will split into two, one of the leading sipp providers has predicted, while another believes platform Sipps will take the majority of business in future.

Parminder Bains CFPCM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant sanctuary become a reality.

Successful fund selection requires intensive research, so what resources do Financial Planners use to ensure their clients are provided with suitable portfolios? Nicola Brittain found out.
Monday, 05 January 2015 15:40

2014 was an "extraordinary" year for IFP president

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2014 has been an eventful year, busy, at times frantic, but as always there has been a lot of learning and a lot of laughter along the way.

Monday, 05 January 2015 15:38

My Business: Huw Jones CFPCM

Each month we speak with a leading Financial Planner to ask them to share best practice and how they built their company. This issue David Norton Award 2014 runner up Huw Jones CFPCM talks about how he developed Proposito into a formidable Financial Planning firm.

Thursday, 30 October 2014 15:26

Globetrotting IFP president meets Chinese counterparts

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Published October 2014

I'm just back from the FPSB council meeting in Shanghai. It's always useful to meet up with our counterparts from other global territories to discuss the subjects we're all so passionate about – Financial Planning and CFP certification.

Sunday, 19 October 2014 15:26

IFP President: We were blown away by Keri's high quality

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What an exciting time of the year, wasn't Conference fantastic again. The buzz at the annual conference never ceases to amaze me, the speakers, the late nights and early morning.

Thursday, 11 December 2014 15:30

My Business: Damien Rylett

Each month we speak with a leading Financial Planner to ask them to share best practice and discuss their company. Damien Rylett, who is the new IFP events and conference committee chairman, reflects on how he went about moulding his firm Brunel Capital Partners.

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