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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In-house Paraplanner numbers falling - survey

The number of firms with no Paraplanners grew in the last year, according to an exclusive Financial Planning Today survey.

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Julie Lord: ‘There is no advice gap’

I’m annoyed about this! About it being all about us in the profession, apparently failing to address this crucial issue of the advice gap.

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Latest Financial Planning Today magazine is published

The latest issue of Financial Planning Today magazine has now been published and features the results of our latest annual Financial Planning survey.

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