Julie Lord: We should feel privileged to help clients

No day is ever the same - our clients are different; their needs and goals are different; their circumstances are different and often subject to change with little or no warning.

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Global survey ranks 4 key skills for Planners

A global survey of nearly 12,000 Financial Planners has ranked building trust, good communication, professionalism and regulatory compliance as the 4 most important skills Financial Planners need.

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Budget 2021: Planners positive on mostly benign Budget 

Leading Financial Planners and wealth managers expect only modest changes from the Budget which most see as neutral or mildly positive.

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Financial Planner seminar for ‘Good Money Week’

Wealth manager EQ Investors is to host an impact investing webinar for Financial Planners tomorrow to coincide with Good Money Week which gets under way today.

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