Vanguard is an investment company not quite like any other. Vanguard was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage the funds it offers in the sole interest of its clients.
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IRESS, the leading global financial services technology provider, is looking forward to working with the IFP community as a new corporate member.
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In the latest Letter from Redcliff Street, Katherine Morgans, the IFP's Membership and Events Director, looks eagerly ahead to the IFP's biggest week of the year.
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Comment
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Case overview
Mr and Mrs Walker were a retired, wealthy couple, aged 76 and 78. They have one grown up daughter, Miss Walker who is not dependent on Mr and Mrs Walker but helps organises their finances.
Mr and Mrs Walker were a retired, wealthy couple, aged 76 and 78. They have one grown up daughter, Miss Walker who is not dependent on Mr and Mrs Walker but helps organises their finances.
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Insight & Analysis
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The issue of fees and charges in the new RDR era came to the fore after the regulator delivered a scathing assessment of advisory firms – having found 73 per cent failed to provide the required information on the cost of advice.
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Insight & Analysis
The last 12 months have seen huge change in the platform market, but how much further will it go, and how will these changes impact the financial planning community?
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Every month Financial Planner asks a leading planner to share best practice from their firm. In this edition Peter Adcock of Adcock Financial tells readers what led him towards the path of Financial Planning and how he built his business.
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Friday, 13 June 2014 15:44
Could you be the first ever CFPCM Professional of the Year?
Written by James
With over 1,000 CFP professionals now practicing the UK, have you got what it takes to become the IFP's CFP professional of the year 2014?
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IFP Member News
There was a distinct sporting theme to the South Wales branch meeting in March, with two notable Welsh Rugby professionals in tow, reports Gemma Davies CFPCM.
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Representatives from the 25 affiliates of Financial Planning Standards Board (FPSB) met for the bi-annual council meeting in Istanbul. President Rebecca Taylor FIFP, CFPCM and IFP CEO Steve Gazzard CFPCM represented the UK.
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IFP Member News