Chartered Financial Planner reveals career client lessons

Chartered Financial Planner Donald Fraser FPFS, director at Capital Asset Management, revealed his client lessons and mistakes to avoid in a recent chat with Financial Planning Today magazine.

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'Monumental change' for platforms revealed

The latest issue of Financial Planning Today features an extended look at the platform sector, including the mixed picture of the last year and the monumental change it has undergone.

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Julie Lord: Financial Planning must improve its reputation

If I had a penny for every time someone asked me how I got into financial services I would be pretty rich by now.

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NEW: Latest Financial Planning Today magazine is published

Leading Financial Planning business entrepreneur and author Chris Budd talks about how he has made his staff the boss in the latest issue of Financial Planning Today magazine which is now published.

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