Financial Planners positive about the future

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.

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Younger clients 'overlooked and underserved' by traditional planners

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.

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Pros and Cons of employee ownership for Financial Planners

Financial Planning firms should consider employee ownership as a possible succession or growth/values opportunity, according to law firm Stephens Scown.

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Financial Planners confident in the future – new survey

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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