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.
Read more...Planners move beyond cost comparison for platform selection
- Tuesday, 12 May 2020
- Articles

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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