Julie Lord: Planning firms must adapt service for older clients

Former Institute of Financial Planning President Julie Lord writes in her latest column for Financial Planning Today magazine that planners are facing a challenge to serve an increasing number of clients aged 80 and above.

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Financial Planning Today magazine's new issue is out now

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.  

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LIVE: A day in the Life of Financial Planning

Welcome to the Financial Planning Today all-day blog providing coverage of  "A Day in the Life of the Financial Planning Profession”.

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Join us for a Day in the Life of Financial Planning

Financial Planning Today will be running a live all-day blog tomorrow (Friday) providing a snapshot of  "A Day in the Life of the Financial Planning Profession”.

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