More than 400 Financial Planning delegates are set to descend on Wales today (10 November).
A trade body has called for the FCA to address the position of retiring advisers.
Time is running out for Financial Planners to grab a place at a DFM due diligence seminar featuring Rory Percival, the ex-FCA technical specialist.
Donald Trump’s triumph in the US Presidential race could be good for American markets and growth but there are uncertain times ahead, Financial Planners say.
Donald Trump's shock win is another body blow for economic stability and there already “textbook knee-jerk reactions” in the markets, analysts said this morning.
The FOS has ruled against an advice firm over complaints of “poor service” after it failed to review the finances of a new client.
Money Advice Service chief executive Caroline Rookes will exit next April after four ‘roller-coaster’ years.
A foundation set up by a Rugby World Cup winner and England’s most capped player has been given a major cash injection thanks to a professional body for Financial Planners and wealth managers.
A Chartered Financial Planner spearheading a quest to ban pensions cold calling is optimistic about the success of his campaign after signals in Parliament.
Former IFP President Julie Lord, Chartered & Certified Financial Planner & Chartered Wealth Manager, has reached the 30 year mark in her career. Below, she writes about her experiences to date, reflecting on her three decades in Financial Planning and explaining why she is just as enthusiastic now as ever before.
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