A Chartered Financial Planner’s firm has been fully acquired by a national Financial Planning group.
Read more ...Chartered Financial Planner’s firm bought by national group
- Monday, 07 November 2016
- Articles

Ex-IFP chief: My love for Financial Planning still strong 30 years on
- Tuesday, 08 November 2016
- Articles

Former IFP President Julie Lord, Chartered & Certified Financial Planner & Chartered Wealth Manager, has reached the 30 year mark in her career. Below, she writes about her experiences to date, reflecting on her three decades in Financial Planning and explaining why she is just as enthusiastic now as ever before.
Read more ...Campaigning planner: Outright cold call ban looks possible
- Tuesday, 08 November 2016
- Articles

A Chartered Financial Planner spearheading a quest to ban pensions cold calling is optimistic about the success of his campaign after signals in Parliament.
Read more ...England World Cup winner's charity boosted by CISI members
- Tuesday, 08 November 2016
- Articles

A foundation set up by a Rugby World Cup winner and England’s most capped player has been given a major cash injection thanks to a professional body for Financial Planners and wealth managers.
Read more ...MAS chief to exit after four ‘roller-coaster’ years
- Tuesday, 08 November 2016
- Articles

Money Advice Service chief executive Caroline Rookes will exit next April after four ‘roller-coaster’ years.
Read more ...FOS rules against advice firm after client's poor service complaint
- Tuesday, 08 November 2016
- Articles

The FOS has ruled against an advice firm over complaints of “poor service” after it failed to review the finances of a new client.
Read more ...'Wildcard' President Trump's win a stability 'body blow'
- Wednesday, 09 November 2016
- Articles

Donald Trump's shock win is another body blow for economic stability and there already “textbook knee-jerk reactions” in the markets, analysts said this morning.
Read more ...Financial Planners: What we think about Trump triumph
- Wednesday, 09 November 2016
- Articles

Donald Trump’s triumph in the US Presidential race could be good for American markets and growth but there are uncertain times ahead, Financial Planners say.
Read more ...Time running out for planners to book DFM due diligence spot
- Wednesday, 09 November 2016
- Articles

Time is running out for Financial Planners to grab a place at a DFM due diligence seminar featuring Rory Percival, the ex-FCA technical specialist.
Read more ...Trade body wants FCA action on retiring advisers
- Wednesday, 09 November 2016
- Articles

A trade body has called for the FCA to address the position of retiring advisers.
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