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Kinder: Why I’m a huge fan of robo-advice

 

We asked George Kinder, the founder of the global Life Planning movement, for his views on key topics facing planners and his thoughts on the challenges ahead:

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Chartered Planner: Make firms accountable on equality

A campaigning Financial Planner claims much more must be done to “make businesses accountable” to equality laws, rather than simply paying lip service.

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CISI Financial Planning head Edgar to become consultant

CISI head of Financial Planning Campbell Edgar CFPTM Chartered FCSI is to become an industry training consultant after stepping shortly from the CISI.

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Chartered Financial Planner hired as partner by London firm

Accredited Financial Planning Firm Mazars has appointed Sarah Lord, a Chartered and Certified Financial Planner, as a Financial Planning Partner.

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