Daily Newsletter Sign-up

Register for Financial Planning Today website for FREE to view more stories and get our daily newsletters. Click on 2 stories to see Registration pop up.
Rate this item
(0 votes)

Chancellor Rishi Sunak's Spring Statement today may be severely tested in the months to come.

Rate this item
(1 Vote)

 

I must confess I was sceptical when a number of Financial Planners, including employee ownership evangelist Chris Budd, began pushing the idea that employee ownership could be a viable pathway for many Financial Planning firms.

Rate this item
(0 votes)

Most scammers find their victims, at least initially, online these days, whether it be through website ads or social media.

Rate this item
(0 votes)

There is no doubt that new FCA CEO Nikhil Rathi is a much-needed breath of fresh air at the regulator but I’m beginning to wonder if there is more than a whiff of staff trouble at the regulatory mill.

Rate this item
(0 votes)

Make no mistake, the requirement to develop strategies which can recognise and appropriately service the needs of vulnerable customers is a big deal in financial services this year.

Rate this item
(1 Vote)

When I was in my early teens Friday night was movie night at home. My brother and I would head down to Blockbuster Video and pick up a film to watch on VHS, often recommended by the guy behind the counter.

Rate this item
(0 votes)

If there is one 'engine' which has transformed the financial advice profession over the past 10 years it is the professional bodies. The 30th anniversary celebrations this week for the Chartered Institute for Securities & Investment reminded me of the incredible transformation of the sector in recent years and how much of that is due to the professional bodies.

Rate this item
(0 votes)

One of the key roles of a Financial Planner is to assess clients’ appetite for investment risk. Selecting investments is nigh on impossible without this and a major industry has grown up around client risk profiling.

Rate this item
(1 Vote)

In my article for Financial Planning Today earlier in January I questioned just how “fair and reasonable” are the decisions being reached by the Financial Ombudsman Service - particularly in relation to historic events involving SIPPs and SIPP investments.

Rate this item
(1 Vote)

 

This week wealth manager St James's Place announced the launch of a bold new logo and rebrand but I wonder if the coming changes will go deeper and be even bolder?

Page 2 of 27
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/