June's well-attended Birmingham branch meeting welcomed Tim Hale of Albion Consulting and Malcolm Murray, who is soon to retire from platform provider Transact.
We're looking forward to seeing lots of IFP members at this year's IFP annual conference, writes Katherine Morgans, the IFP's events director, who heads up the team organising this flagship event.
The latest FCA platform paper has effectively signalled the end for cash rebates. This is a significant, if not unexpected change to the industry and one we support as we believe it will bring much needed transparency to the UK platform market.
Digital and social media represents a significant opportunity for Financial Planning businesses to increase engagement and promote their brand which is so important in the post-RDR era.
In late 2012, the global Financial Planning Standards Board partnered with Cerulli Associates to survey CFPCM professionals worldwide. IFP communications director Sue Whitbread reports on the findings.
A record attendance for the South West Branch (at least under my chairmanship) of 20 members gathered in Exeter in May to hear two excellent, practical sessions, as well as to share stories and best practice with each other, reports chairman Pete Matthew CFPCM.
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