I read with interest this week that the term “Financial Planner” has been recognised legally in Australia, writes Simon Culhane, Chartered FCSI, CISI chief executive.
Read more ...Culhane: Financial Planning will get Chartered alliance boost
- Wednesday, 15 March 2017
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New PFS and CII public affairs director unveiled
- Wednesday, 15 March 2017
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OMW Financial Planning arm buys two adviser firms
- Wednesday, 15 March 2017
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The Financial Planning arm of Old Mutual Wealth has bought two firms, bringing on board a Chartered Financial Planner and Chartered Wealth Manager in the process.
Read more ...Chartered planners sign ex-MetLife director Malcolm Kerr
- Tuesday, 14 March 2017
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A Chartered Financial Planning firm has signed up an ex-director of KPMG and MetLife to its board.
Read more ...Nucleus boss: FCA asset manager probe dwarfs RDR
- Tuesday, 14 March 2017
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The FCA asset management review was ‘way bigger than RDR’, says the chief executive of Nucleus.
Read more ...Tilney hiring spree: Chartered Financial Planner snapped up
- Tuesday, 14 March 2017
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Tilney has snapped up a Chartered Financial Planner as its hiring spree continues.
Read more ...Cashflow helps Financial Planner rescue credit crunch clients
- Tuesday, 14 March 2017
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An Accredited Financial Planning Firm has revealed how cashflow modelling and comprehensive Financial Planning proved ‘life changing’ for a couple whose business was severely hit by the credit crunch.
Read more ...1 in 3 retirement savers to rely on ISAs over pensions
- Tuesday, 14 March 2017
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A third of retirement savers plan to rely on ISAs for the bulk of their retirement income rather than pensions, research suggests.
Read more ...New PFS adviser trainee scheme attracts over 300 firms
- Monday, 13 March 2017
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A new PFS financial adviser development programme has attracted interest from more than 300 firms in just five weeks since launch.
Read more ...Standard Life's 1825 starts new Paraplanning trainee scheme
- Monday, 13 March 2017
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