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.
A new PFS and CII public affairs director was unveiled this morning.
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.
A Chartered Financial Planning firm has signed up an ex-director of KPMG and MetLife to its board.
The FCA asset management review was ‘way bigger than RDR’, says the chief executive of Nucleus.
Tilney has snapped up a Chartered Financial Planner as its hiring spree continues.
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.
A third of retirement savers plan to rely on ISAs for the bulk of their retirement income rather than pensions, research suggests.
A new PFS financial adviser development programme has attracted interest from more than 300 firms in just five weeks since launch.
A new Paraplanning trainee scheme is set to start this summer.
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