Applying due diligence to finding the right platform is notoriously difficult. Will planners find the perfect panacea or a poison potion? Geoff Mills, of ratings company RSM, suggests some questions to ask.
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Market and regulatory change is altering the way planners do business and nowhere is this more obvious than in the ETF sector where retail usage of this once predominantly institutional investment class is growing rapidly. Read more...

Each month Financial Planner asks a leading Financial Planner to share best practice from their business and the story of how they and their colleagues built their company. This issue we talk to Tina Weeks from Serenity Financial Planning of Barnet, London.
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