Dan Atkinson: How I rate the CISI 1 year on after IFP merger
- Thursday, 20 October 2016
- Comment
We are approaching the anniversary of the merger of the IFP and CISI so it is a good opportunity to reflect.
Read more...Dan Atkinson: Why a Paraplanning Standard could move us forward
- Friday, 09 September 2016
- Comment
One of the biggest topics of discussion within the Paraplanning community has been the idea of a Paraplanning Standard.
Read more...Dan Atkinson: Brexit will be good for Financial Planning
- Monday, 01 August 2016
- Comment
Just over a month ago the country voted in the EU referendum - 72.2% of us at least. The result was that slightly more of us wanted out of the EU than wanted to remain.
Read more...Dan Atkinson Column: We need to ask more questions about money
- Monday, 13 June 2016
- Comment
I’ve recently been reading Chris Budd’s excellent book about financial wellbeing (www.financialwell-being.co.uk). His key principle is ‘know thy self’ which means understanding what’s really important to you. To me, it makes sense that the way you invest money should reflect your values.
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