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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.


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.


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.


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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