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Derek Mills: Financial Planners should set daily standards
- Friday, 21 June 2013
- Articles
Institute of Financial Planning Annual conference keynote speaker Derek Mills believes the key to success is setting daily standards rather than goals.
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New course on client connections piloted by the IFP
- Friday, 21 June 2013
- Articles
The Institute of Financial Planning is holding a pilot workshop for Financial Planners on creating better client connections.
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'Unconference' to be held for Paraplanners in September
- Friday, 21 June 2013
- Articles
Richard Allum CFPCM is holding a Paraplanner conference with a difference this summer called Paraplanner Powwow.
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One week left for IFP Accredited Firms award entries
- Monday, 24 June 2013
- Articles
There is one week left for Accredited Financial Planning Firms to submit their entries for the Institute of Financial Planning's 'Recognising Excellence' award.
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TISA to help firms reduce lost customers and unclaimed assets
- Monday, 24 June 2013
- Articles
The Tax-Incentivised Savings Association is to develop best practice guidelines to help firms deal with lost customers and unclaimed assets.
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Planner sets up technology help site Advisertech
- Monday, 24 June 2013
- Articles
Pete Matthew CFPCM, Financial Planner at Jackson Wealth, is setting up a technology website called Advisertech.
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Financial Planner staff now tweeting individually
- Monday, 24 June 2013
- Articles
Financial Planner Online has added two personal Twitter accounts for its editorial staff.
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Advisers seeking to increase use of managed solutions post-RDR
- Tuesday, 25 June 2013
- Articles
Fidelity FundsNetwork has found that advisers expect to increase their use of managed solutions and model portfolios post-RDR.
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Over 2,500 clean share classes now on Elevate platform
- Tuesday, 25 June 2013
- Articles
Elevate has increased the number of clean share classes available on its platform to 2,500.
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New daily news website launched for Sipps professionals
- Tuesday, 25 June 2013
- Articles
Portfolio Publishing, the publisher of Financial Planner Online and the IFP's Financial Planner magazine, is to launch a new daily news website for Sipps professionals on Monday 1 July.
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