NEW: Financial Planning Today latest issue published

Top Financial Planners reveal their most-used tech tools helping to transform their businesses in the latest Financial Planning Today magazine which is now available.

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The planning firm owner who made employees the ‘boss’

Chris Budd, chairman of Financial Planning firm Ovation Finance has explained why he made employees the boss at the firm.

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Major changes coming for Financial Planner qualifications

There is no doubt this will be a year of change for the qualifications undertaken by Financial Planners and Paraplanners, as this edited feature from the latest issue of Financial Planning Today magazine reveals.

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Financial Planner shares solution to tricky Chicago expat case

Chartered and Certified Financial Planner Sarah Lord, of Mazars LLP, was faced with a challenging case involving a British expat living in the US and explains how she solved it.

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