Planners launch Institute of Financial Wellbeing
- Wednesday, 25 September 2019
- Articles
Financial Planning firm founder and client wellbeing advocate Chris Budd and industry colleagues have launched the Institute of Financial Wellbeing.
Read more...Positivity in Financial Planning profession, survey reveals
- Monday, 12 August 2019
- Articles
Financial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.
Read more...3 readers win copy of thought-provoking new book
- Thursday, 16 May 2019
- Articles
Three Financial Planning Today readers have won a copy of the new book ‘The Eternal Business’ written by a Financial Planning firm boss about how he sold his firm to his employees.
Read more...The planning firm owner who made employees the ‘boss’
- Monday, 13 May 2019
- Articles
Chris Budd, chairman of Financial Planning firm Ovation Finance has explained why he made employees the boss at the firm.
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