Monday, 07 July 2014 14:47
Feature: How tech is driving Financial Planning efficiency
Written by James
Financial Planning has traditionally been a people-focused profession but technology is transforming the way that planners engage with clients. Nicola Brittain asked planners to share their views on the future and their tips in the July edition cover feature of Financial Planner Magazine.
Each month Financial Planner asks a leading planner to share best practice and how they and their colleagues built the firm.
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Insight & Analysis
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In the latest Letter from Redcliff Street, Sue Whitbread, Communications Director Institute of Financial Planning, looks at getting the most of IFP membership.
With 2014 almost at the half way stage, what's your plan for the rest of the year?
With 2014 almost at the half way stage, what's your plan for the rest of the year?
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IFP Member News
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In this edition of Technical Update Michael Holland, one of the founders of data provider FE, looks at the thorny issue of assessing client appetite for investment risk.
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Insight & Analysis
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Each year there is an opportunity for CFPCM professionals to put themselves forward to serve on the IFP board as a director, which is a voluntary position.
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IFP Member News
IFP branch chairmen do a fantastic job. They volunteer to support the development of the profession by organising meetings in 22 regions across the UK.
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IFP Member News
Cotswold branch welcomed Damien Rylett from Brunel Capital Partners which Damien set up with colleagues in 2011 to provide lifestyle Financial Planning, writes branch chairman Diane Weitz CFPCM.
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IFP Member News
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For the fourth consecutive year, IFP has conducted its annual Paraplanner survey, designed to provide further insight into this important role in the Financial Planning profession.
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Friday, 04 July 2014 17:17
Capital colleagues take appetite for debate to noodle bar
Written by JamesThe IFP London Branch achieved almost record attendance in May when Paul Resnik of FinaMetrica and Bruce Moss of eValue explored the future direction of regulatory travel on client risk profiling, writes Abraham Okusanya CFPCM.
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IFP Member News
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Friday, 04 July 2014 17:14
Bristol branch's groundbreaking Budget brainstorm with Barry
Written by James
Bristol branch welcomed Barry Foster of Axa Wealth talking on tax planning for 2014/15 and also compliance specialist Adam Samuel.
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IFP Member News
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