• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Charles Stanley website

    High returns low on client priority lists - adviser survey

  • AJ Bell CEO Andy Bell

    Client numbers rise 22% at AJ Bell

  • Advisers say coping with no face-to-face meetings with clients has been a challenge

    Advisers missing face-to-face contact with clients - research

  • Fairstone CEO Lee Hartley

    Fairstone client numbers rise to nearly 70,000

  • Intelliflo's Nick Eatock

    Intelliflo adds Open Banking to Financial Planning portal

  • Finding new clients has been harder during the pandemic

    58% of advisers struggling to add new clients

  • Editor Kevin O'Donnell

    Editor’s Column: Why putting cash before clients is a mistake

  • Editor Kevin O'Donnell

    Editor’s Column: FSCS levy reform can’t come too soon

  • Claire Trott, Chair of the Association of Member-Directed Pension Schemes

    Claire Trott: Why clients need pension knowledge too

  • Editor Kevin O'Donnell

    Editor’s Column: Yesterday’s client may not be tomorrow’s 

  • Nick Eatock

    48% of advisers report surprise increase in clients 

  • Claire Trott, Chair of the Association of Member-Directed Pension Schemes

    Claire Trott: Why the LTA is nothing to fear

  • Advisers have adapted quickly to remote working

    6 in 10 advisers saw client growth in 2020

  • Adviser risk assessment of clients can often by hugely variable

    Huge variation in advisers’ client risk assessments

  • Defaqto's Pan Andreas

    Defaqto adds client ESG preference tool to Engage 

  • Clients are becoming more demanding

    1 in 3 advised clients want more support  

  • FCA building

    FCA extends 10% drop notice opt out for 12 months

  • Clients concerned they may not be assessed correctly for investment risk

    3 in 10 clients may be wrongly assessed on risk

  • Younger clients are becoming more likely to use a Financial Planner says Continuum

    Financial Planner sees boom in younger clients

  • Unexpected wealth can create new problems for vulnerable clients

    Taskforce warns on vulnerability and sudden wealth

Page 3 of 4

  • Prev
  • 1
  • 2
  • 3
  • 4
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Sitemap
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.