Guest Column - Why clients are more tech-savvy than you think

I’ve just bought my dad an Echo dot for his 73rd birthday. He loves it. He’s also signed up to Netflix, stays in touch by WhatsApp and ‘likes’ everything I post on Facebook, writes Tessa Lee, MD of moneyinfo.

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Guest Column: Freeing Paraplanners to grow

There are heaps of events for Paraplanners nowadays; high quality seminars, conferences and roadshows, many of which are specifically created by and for Paraplanners, writes Caroline Stuart.

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Acquisitive AFH to shift focus back to organic growth

AFH, the rapidly growing Financial Planning-focused wealth manager, is shifting its strategy to focus more on organic growth and less on acquisitions as it prepares for challenges in the wider economy.

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Financial Planner raises over £1,000 in charity cycle

A Cambridgeshire-based Chartered Financial Planning firm raised more than £1,000 for local hospital.

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