Referrals 'most important' when selecting a planner

Reputation and referrals are the most important factors when it comes to choosing a Financial Planner, according to new research.


RSMR creates new head of marketing role

Expanding adviser investment research and fund ratings group RSMR has hired former Janus Henderson executive James Senior to be its first head of marketing.


Record 64% of transfers flagged as scam risks

The XPS Pensions’ Transfer Watch monitoring service has flagged up 64% of recent pension transfers as showing signs of a potential scam, a record number.


Planners must be creative in attracting new clients – research

Financial Planners are concerned about their aging client base, marketing costs, and how they will attract new clients, according to new research.

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