The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.

No day is ever the same - our clients are different; their needs and goals are different; their circumstances are different and often subject to change with little or no warning.

Increasing regulatory costs is the biggest hurdle facing Financial Planners in the next 24 months, according to our annual survey.

Adviser technology provider intelliflo recently underwent a major rebrand. The firm’s CEO Nick Eatock talked to Financial Planning Today about the major changes and his plans and why he believes we are entering a new digital era of financial advice.