Dan Atkinson: Putting clients on the right track

Starting is hard. Starting from scratch with a blank canvas is surprisingly scary and suddenly every distraction known to man is much more exciting. How you start isn’t irrelevant, but that you do start is crucial.

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In-house Paraplanner numbers falling - survey

The number of firms with no Paraplanners grew in the last year, according to an exclusive Financial Planning Today survey.

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Chloe Moran: The importance of inter-generational planning

Financial Planning Today recently reported that a nationwide study for IFA network Openwork found just 15% of adults saw a Financial Planner regularly, with men more than twice as likely to receive support with their finances compared with women.

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Editor’s Comment: Financial Planning Survey points the way

We’ve just published the key findings from our annual Financial Planning Survey in the latest edition of Financial Planning Today magazine.

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