PFS's Matthew Connell: Client compensation concerns
- Wednesday, 16 November 2022
- Articles
In this exclusive Guest Column for Financial Planning Today, Matthew Connell, director of policy and public affairs at the Personal Finance Society, looks at client compensation and asks whether advisers are being penalised.
Read more...Amyr Rocha Lima: Protecting clients from themselves
- Friday, 18 November 2022
- Articles
In this exclusive Guest Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, looks at how behavioural finance principles can be used in planning.
Read more...Planners diversify to offer wider services - survey
- Tuesday, 15 November 2022
- Articles
Financial Planners are continuing to diversify their business offerings with a wider range of wealth management and professional services, according to our annual Financial Planning profession reader survey.
Read more...Only 1 in 4 Planners consider PFS performing well
- Thursday, 17 November 2022
- Articles
Only one in four (26%) of Financial Planners think that the Personal Finance Society (PFS) is performing well for the profession, according to our latest Financial Planning profession reader survey.
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