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The latest Financial Planning Today magazine is published



The latest edition of Financial Planning Today magazine, our popular publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is available to read online.

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Your view: How do you rate the health and direction of the Financial Planning profession?

Financial Planning Today website and magazine is offering you a chance to have your say on the health and direction of the Financial Planning profession.

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Ex-IFP President: CISI fence sitters will return to fold

A former IFP President believes any ‘fence sitters’ who have been unwilling to accept the merger with the CISI “will return to the fold”.

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‘Treat your clients like they’re your family’

Treating clients as if they were a family member is one of the keys to retaining them and having long term relationships.

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