Hundreds volunteer for new financial wellbeing initiative

A new ‘Institute’ for Financial Wellbeing has garnered hundreds of responses from individuals and Financial Planners who offered to help establish the initiative.

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Planners launch Institute of Financial Wellbeing

Financial Planning firm founder and client wellbeing advocate Chris Budd and industry colleagues have launched the Institute of Financial Wellbeing.

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Positivity in Financial Planning profession, survey reveals

Financial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.

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3 readers win copy of thought-provoking new book

Three Financial Planning Today readers have won a copy of the new book ‘The Eternal Business’ written by a Financial Planning firm boss about how he sold his firm to his employees.

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