Many Financial Planners use social media in one form or another as part of their businesses and daily lives.

Ex-IFP President Julie Lord has described how she and fellow Financial Planner Gretchen Betts helped a client who was plunged into uncertainty in middle age after being unexpectedly made redundant.

An American social media expert says financial advisers should capitalise on the growing trend towards live video to generate new client leads.

The boss of a Bristol-based wealth firm has revealed the strangest client request he has ever dealt with – being asked to help finance an ‘adult toys’ business.