Editor’s Comment: The St James's Place juggernaut

The mighty St James’s Place juggernaut seems to defy negative forces as the number of advisers working for it grows and grows.

Read more...

Financial Planner shares solution to tricky Chicago expat case

Chartered and Certified Financial Planner Sarah Lord, of Mazars LLP, was faced with a challenging case involving a British expat living in the US and explains how she solved it.

Read more...

NEW: Latest Financial Planning Today magazine is published

Leading Financial Planning business entrepreneur and author Chris Budd talks about how he has made his staff the boss in the latest issue of Financial Planning Today magazine which is now published.

Read more...

Mazars acquires Chartered Planning firm from Embark

Mazars, the professional services firm, is to acquire Chartered Financial Planning business RCL Consultancy Limited from retirement solutions provider The Embark Group.

Read more...