An insight expert for Defaqto has claimed discretionary fund managers (DFMs) are on the way up.

Experienced Financial Planner Chris Daems, director of Financial Planning firm Cervello, has written about how he dealt with a tricky situation brought about by an affluent expat’s fast-changing retirement plans. 

I went to a financial seminar recently and on returning to the car park at the end of the day, the number of fancy cars got me thinking about measuring success and whether the Financial Planning community is as bad at coveting material things to demonstrate success, as some of our clients are.

CISI head of Financial Planning Jacqueline Lockie, described this year’s Annual Financial Planning Conference as “amazing”, as more than 450 people attended the two-day event in Birmingham yesterday and today - up on last year.