Planners move beyond cost comparison for platform selection

Financial Planners are no longer using cost as the main factor when selecting platforms, according to evidence in the latest Platform Report in the current Financial Planning Today magazine.

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Planner Casebook: Fixing problems with a windfall inheritance

Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.

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Planner Casebook: A complex divorce case with a twist

 

Helping clients hit by divorce can be a hugely challenging role for Financial Planners but one recent case tackled by an experienced Financial Planner underlined the value of good advice.

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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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