The first ever CFPCM professional of the year was announced at the IFP annual conference gala last night.
Read more ...Client experience is key for business success, delegates told
- Tuesday, 07 October 2014
- Articles

Financial Planners have been told that performing a good service is no longer enough to do well in business and that is about creating a memorable experience.
Read more ...Stepped increase in retirement age is flawed but is a "wake up call"
- Tuesday, 07 October 2014
- Articles

Government plans to raise the retirement age by up to six months per year are "flawed" but should be a "wake up call," says the head of a global financial advisory organisation.
Read more ...IFP targets 3,500 members by end of 2016
- Tuesday, 07 October 2014
- Articles

The Institute of Financial Planning has set a target of taking membership from 2,000 to 3,500 by the end of 2016.
Read more ...Financial Planner reveals his comeback from death
- Tuesday, 07 October 2014
- Articles
A Financial Planner has told fellow professionals how he came back from the dead to discover his route into Life Planning and establish his business.
Read more ...Don't fall foul of law on Twitter, planners warned
- Tuesday, 07 October 2014
- Articles

The pitfalls of social media and Twitter were laid bare to Financial Planners in a special session at the IFP annual conference today.
Read more ...Risk Parity portfolio can help clients, IFP Conference hears
- Tuesday, 07 October 2014
- Articles

Professor Stephen Thomas of Cass Business School said the concept of so-called 'risk parity' "all-weather" portfolios was gaining ground in the Financial Planning sector.
Read more ...Alliance Trust Savings adds new 8 fund providers
- Tuesday, 07 October 2014
- Articles

Alliance Trust Savings has added eight new fund providers to its platform and says that assets under management on the platform are rising rapidly. Read more ...
Financial Planners hear how to use "own inner pharmacy"
- Tuesday, 07 October 2014
- Articles

Hundreds of Financial Planners packed out the main hall at the IFP conference this morning to hear how their "inner pharmacy" can help improve their business and daily lives.
Read more ...Openwork sets up 'academy' to combat shrinking adviser sector
- Tuesday, 07 October 2014
- Articles

Openwork is to launch a training academy to attract and develop the next generation of financial advisers and combat a fall in the number of advisers overall. Read more ...