Julie Lord: Planning firms must adapt service for older clients

Former Institute of Financial Planning President Julie Lord writes in her latest column for Financial Planning Today magazine that planners are facing a challenge to serve an increasing number of clients aged 80 and above.


Financial Planning Today magazine's new issue is out now

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.  


Newell Palmer buys Stafford Financial Planning firm

West Midlands-based Financial Planning firm Newell Palmer has added to its growing client base with the purchase of Wright Financial Planning.


LIVE: A day in the Life of Financial Planning

Welcome to the Financial Planning Today all-day blog providing coverage of  "A Day in the Life of the Financial Planning Profession”.

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