A Chartered Financial Planner who specialises in advising professional sportsmen has been made a partner at his firm.
Read more ...Sportsmen specialist Financial Planner gains new role
- Wednesday, 10 August 2016
- Articles

Financial Planner: We must help people beat 'fear of seeking advice'
- Tuesday, 09 August 2016
- Articles

A Financial Planner says the sector must discover how to help people beat the “fear of seeking advice”.
Read more ...Advisers will decide if Aegon's Cofunds takeover succeeds or fails
- Thursday, 11 August 2016
- Articles

Advisers will determine whether Aegon’s £140m takeover of Cofunds succeeds or fails, Aegon’s CEO has suggested.
Read more ...Financial Planner: Devastating effect on annuities means very gloomy future
- Thursday, 11 August 2016
- Articles

The future for annuities looks ‘very gloomy’, with recent events having a ‘devastating’ impact, a Financial Planner says.
Read more ...Pete Matthew: I've never seen client records in worse disarray
- Thursday, 11 August 2016
- Articles

A Financial Planner has described how he dealt with clients whose filing system was “basically a series of plastic tubs”.
Read more ...Charles Stanley manager exits for Brooks MacDonald director role
- Thursday, 11 August 2016
- Articles

A CISI Fellow has left Charles Stanley to take on a new job as investment director with Brooks Macdonald.
Read more ...Advisers told they're missing out on clients by failing to sponsor
- Friday, 12 August 2016
- Articles

Advisers have been told they are missing out on ways to attract new clients by failing to get involved in sponsorship.
Read more ...500 clients lost £128m due to pension scam firms
- Friday, 12 August 2016
- Articles

About 500 clients lost £128million because of pension liberation firms that have been wound up.
Read more ...Bouncebackability: Brexit blues banished by booming confidence
- Friday, 12 August 2016
- Articles

Investor confidence has rebounded from the Brexit blues, according to Hargreaves Lansdown, with a 19% jump having been recorded.
Read more ...4 in 10 Financial Planners weigh up robo-advice move
- Friday, 12 August 2016
- Articles

Nearly four in ten Financial Planning professionals could be entering the robo-adviser market in the next 12 months, Financial Planning Today’s research suggests.
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