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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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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