Dan Atkinson: Financial Planning Week is opportunity to engage
- Monday, 07 October 2019
- Comment
“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money
Read more...CISI 2019: 60% of clients will fire parents’ planner
- Monday, 30 September 2019
- Articles
Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.
Read more...Newsmakers: Richard Allum on Paraplanning and Powwows
- Thursday, 26 September 2019
- Articles
Welcome to a new feature on Financial Planning Today called Newsmakers where Financial Planning Today catches up with the people making headlines in the Financial Planning and Paraplanning professions.
Read more...Chloe Moran: Advice gap – opportunity or disaster?
- Friday, 20 September 2019
- Comment
A report published by Octopus Group at the beginning of August, reported that “almost a third (29%) of financial advisers polled said they expect to retire within the next five years, rising to 6 in 10 (58%) within the next ten.” This is “equivalent to more than 15,000 financial advisers leaving the profession out of a current total of over 26,600.”
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