Positivity in Financial Planning profession, survey reveals

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.

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Editor’s Comment: Herd instinct may be harming investors

The latest Investment Association figures, covering fund sales in the second quarter, reveal some interesting movements but also highlight the blunders mainstream investors make over and over again due to the herd instinct.

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Editor’s Comment: Financial Planning Survey points the way

We’ve just published the key findings from our annual Financial Planning Survey in the latest edition of Financial Planning Today magazine.

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