Poll verdict: Cashflow model key for true Financial Planning

Friday, 23 September 2016
Articles
Financial Planners Gretchen Betts and Julie Lord have said cashflow modelling is key to their new firm Magenta

The votes have been counted and the results are in for the great cash flow modelling debate.

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Global Financial Planning chief and 3 ex-IFP presidents in line up

Monday, 05 September 2016
Articles
Noel Maye, CEO of the Financial Planning Standards Board

The chief executive of the global body for Financial Planning and three former IFP presidents are set to address the biggest Financial Planning event in the UK.

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CISI reveals sum paid to ‘acquire’ IFP

Friday, 02 September 2016
Articles
The IFP merged with the CISI last year

The CISI paid £366,160 to “acquire the members and intellectual property” of the Institute of Financial Planning, it was revealed today.

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New Financial Planning firm launched by ex-IFP chief

Friday, 02 September 2016
Articles
Julie Lord, above right, will head up Magenta Financial Planning in a joint venture with Gretchen Betts, above left

Magenta Financial Planning, the new firm led by ex-IFP President Julie Lord, has launched.

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