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Nicola Watts: Why we are rethinking our fees and charges

Speaking with Financial Planning Today editor Kevin O’Donnell regarding the potential content for this column, things going on in my own business are always “hot topics” and fees and charges are one current issue.

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Paraplanners gear up for next Powwow ‘unconference’

Paraplanners Kelly Guttridge and Jo Radcliffe will be hosting 'The Powwow in the Middle' event, the next in the Powwow series, which will be held in Oxfordshire.

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CISI to revamp Certified Financial Planner designation

The CISI is to make significant changes to the pathway to its Certified Financial Planner qualification but it will not be “watered down,” the incoming CISI head of Financial Planning Jacqueline Lockie told the annual conference this week.

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Latest Financial Planning Today magazine out now

The latest digital edition of Financial Planning Today, our 40-page magazine for Financial Planners and Paraplanners, has now been published and is available online.  

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