A TAX expert is braced for a ‘Scrooge’ style Autumn Statement, with little festive cheer despite the imminently arriving Yuletide season.
Read more ...Make Financial Planning ‘sexy’ to attract young into profession
- Friday, 20 November 2015
- Articles

Financial Planning needs to be made more ‘sexy’ to entice more young people into the profession.
Read more ...TISA boosts retirement services team with new hire
- Friday, 20 November 2015
- Articles

A former business adviser has been given a newly created role at the Tax Incentivised Savings Association to enhance its retirement policy and technical team.
Read more ...Retirement expectations flawed, says new report
- Friday, 20 November 2015
- Articles

Expectations among workers that they will retire roughly four years younger than their State Pension age are unrealistic, a report has warned.
Read more ...Ex-IFP Director lands new role following CISI merger
- Thursday, 19 November 2015
- Articles

A former IFP director has landed a new role following the completion of the merger with the CISI.
Read more ...Financial adviser numbers rise by over 1,000
- Thursday, 19 November 2015
- Articles

The FCA has revealed that the number of financial advisers has risen by over 1,000 since last year.
Read more ...Highest number of £1m plus donations for 7 years
- Thursday, 19 November 2015
- Articles

There has been an upward trend in large scale philanthropy, with the highest number of donations of £1m or more recorded since 2008, a report has found.
Read more ...Dad and daughter double act reach business awards final
- Thursday, 19 November 2015
- Articles

A dad and daughter double act have explained how they work successfully in tandem at an advice firm after both becoming business award finalists.
Read more ...CFP pro becomes Chartered Wealth Manager
- Wednesday, 18 November 2015
- Articles

A Certified Financial Planner says he has “completed the circle” after adding Chartered Wealth Manager to his list of titles.
Read more ...Consumers more confident with CFP pro than adviser
- Wednesday, 18 November 2015
- Articles

Consumers working with a Certified Financial Planner were more confident about achieving their financial goals than those with an adviser, a global study of over 19,000 people found.
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