Platforms: Planners unhappy with poor service levels

Financial Planning professionals have bemoaned platforms’ poor service levels and called for the operators to make improvements.

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Chartered planner Darren Cooke reveals client finding tips

Chartered Financial Planner Darren Cooke says fellow planners should prioritise keeping the clients they already have, rather than seeking new ones.

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Julie Lord: Planners should set the example to clients

The Julie Lord column

Over the years I have helped many people to think about how they might like to live out the remainder of their days and to organise their financial affairs to give them the best chance of living their dreams and having a purposeful life.

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Financial Planning Today magazine's latest 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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