Financial Planning Week 2017, the annual CISI campaign to promote the benefits of Financial Planning to consumers, has begun today.
Read more ...Financial Planning firms begin week of promoting profession
- Thursday, 13 April 2017
- Articles

Tilney hires second Financial Planner from bank in a week
- Tuesday, 02 May 2017
- Articles

Financial Planning group Tilney has signed up its second Financial Planner from a bank in a week as part of a major hiring spree following the Towry takeover.
Read more ...Financial Planning business wrapped up after takeover
- Monday, 08 May 2017
- Articles

A Financial Planning business is being wrapped up this week as it is merged into its new parent firm following a takeover.
Read more ...Rory Percival gives 400 advisers and planners risk profile review
- Friday, 28 April 2017
- Articles

Rory Percival, the former FCA technical specialist, is set to reveal the results of his review into the risk profiling tools market tomorrow.
Read more ...Wealth Management Association and APFA to merge
- Monday, 08 May 2017
- Articles

The Wealth Management Association and The Association of Professional Financial Advisers have struck a deal to merge.
Read more ...Chartered Financial Planning group reveals another takeover
- Monday, 08 May 2017
- Articles

Chartered Financial Planning group Fairstone Group has revealed another takeover this afternoon.
Read more ...Julie Lord takes live public quizzing on Financial Planning
- Tuesday, 09 May 2017
- Articles

Former Institute of Financial Planning president Julie Lord will field questions from the public today about Financial Planning as part of a campaign to raise consumer awareness.
Read more ...400 planners, Paraplanners, advisers head to event today
- Friday, 28 April 2017
- Articles

About 400 Financial Planners, Paraplanners, advisers, and wealth managers are attending the Morningstar Investment Conference UK, which began this morning.
Read more ...Sipp firm fights legal battle with HMRC over near £2m sanctions
- Tuesday, 09 May 2017
- Articles

James Hay is fighting an HMRC charge of nearly £2million in connection with a probe into a non-standard investment.
Read more ...Enhanced risk profile tool created by ex-Facebook staffer
- Tuesday, 09 May 2017
- Articles

An ex-Facebook employee’s risk profile tool with a ‘Financial Planning edge’ has been re-launched.
Read more ...