Financial Planners positive about the future
- Wednesday, 28 July 2021
- Articles
More Financial Planners are positive about the coming 12 months (86%) than were positive last year (83%) according to Financial Planning Today magazine’s annual Financial Planning Survey.
Read more...Younger clients 'overlooked and underserved' by traditional planners
- Wednesday, 28 October 2020
- Articles
Young, ambitious and forward-thinking clients are often "overlooked and underserved" by traditional Financial Planning, believes the MD of a Financial Planning firm which targets 'next gen' clients.
Read more...Pros and Cons of employee ownership for Financial Planners
- Thursday, 20 August 2020
- Articles
Financial Planning firms should consider employee ownership as a possible succession or growth/values opportunity, according to law firm Stephens Scown.
Read more...Financial Planners confident in the future – new survey
- Thursday, 30 July 2020
- Articles
The Coronavirus pandemic has hit the Financial Planning profession hard and resulted in major business change but despite this Financial Planning Today readers have voiced remarkable confidence in the future in our annual Financial Planning Survey.
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