Risk profiling guide launched for Financial Planners

A new 52 page risk profiling guide has been launched for Financial Planners and their clients.

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Distribution Technology makes 3 senior appointments

Investment risk profiling and Financial Planning systems provider Distribution Technology has recruited three senior executives from Bankhall to join the asset and risk modelling and IFA account management teams. Read more...

Financial Planners and Paraplanners to vie for new award

A new award has been launched for Financial Planners and Paraplanners who have been challenged to build a high quality plan based on a case study to claim victory. Read more...

Technical Update: Retirement revolution

So will they buy Lamborghinis or long-dated gilts, diamonds or gold-plated drawdown plans? Quite how those approaching retirement from next April will adjust to the new retirement planning freedoms is the great unanswered question. Read more...