Paraplanners should prepare for a rise in the number of vulnerable clients they work with, Just's Jan Holt has told today's annual CISI / IFP Paraplanning Conference in Leicestershire.
Read more ...Paraplanners must prepare for rise in vulnerable clients
- Tuesday, 13 June 2017
- Articles

Ex-footballer launches new Financial Planning firm
- Tuesday, 13 June 2017
- Articles

An ex-footballer turned Chartered Financial Planner has launched a new Financial Planning firm.
Read more ...International planning firm acquires Yorkshire adviser
- Tuesday, 13 June 2017
- Articles

An international business that offers Financial Planning has announced a takeover of a Yorkshire adviser firm.
Read more ...CISI strikes deal with adviser trade body
- Tuesday, 13 June 2017
- Articles

The Chartered Institute for Securities & Investment has announced a partnership with the Baltic Financial Advisers Association.
Read more ...FOS upheld almost 4 in 10 complaints on sales and advice
- Tuesday, 13 June 2017
- Articles

Nearly four out of ten resolved complaints against financial advisers about sales and advice were upheld by the FOS in 2016/17.
Read more ...Financial Planning Today launches new jobs service
- Monday, 12 June 2017
- Articles

Financial Planning Today has this week launched a brand new jobs website - Financial Planning Jobs - for job vacancies aimed at an audience of over 8,500 Financial Planning professionals.
Read more ...Get 20% off job posting on Financial Planning Today Jobs
- Monday, 12 June 2017
- Articles

Financial Planning Today Jobs, our new website for Financial Planning and Paraplanning vacancies, is offering 20% off job postings during its launch period.
Read more ...DB transfers: FCA told to act as adviser concerns raised
- Monday, 12 June 2017
- Articles

The FCA’s expectations on DB transfers need to be clarified to avoid the risk of the market failing, a veteran pensions expert says.
Read more ...Client ‘exposed to too much risk’ wins FOS case
- Monday, 12 June 2017
- Articles

A client who claimed advice from Zurich “exposed her money to too much risk” has won her case.
Read more ...Ex-Tory Minister blames 'badly' planned manifesto for failure
- Monday, 12 June 2017
- Articles

A former Conservative Minister has blamed the party’s manifesto for its election failure, describing it as “badly thought through”.
Read more ...