- Monday, 07 October 2019
“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making MoneyRead more...
- Monday, 30 September 2019
Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.Read more...
- Thursday, 26 September 2019
Welcome to a new feature on Financial Planning Today called Newsmakers where Financial Planning Today catches up with the people making headlines in the Financial Planning and Paraplanning professions.Read more...
- Friday, 20 September 2019
A report published by Octopus Group at the beginning of August, reported that “almost a third (29%) of financial advisers polled said they expect to retire within the next five years, rising to 6 in 10 (58%) within the next ten.” This is “equivalent to more than 15,000 financial advisers leaving the profession out of a current total of over 26,600.”Read more...