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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Advisers missing face-to-face contact with clients - research

More than half (51%) of financial advisers say working remotely with clients has been their biggest personal challenge in adapting to the Coronavirus pandemic.

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Planner firms sign up for Women in Finance Charter

More Financial Planning firms have signed up for the Treasury-backed Women in Finance Charter despite news that some organisations have missed targets, including the CII.

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