IFW returns to in-person wellbeing conference for Planners
- Friday, 25 March 2022
- Articles
The Initiative for Financial Wellbeing (IFW) is to return to an in-person, one-day annual conference for Financial Planners to be held in Bristol on 25 May.
Read more...IWP acquires £260m Southport Chartered Planning firm
- Thursday, 25 November 2021
- Articles
Rapidly expanding Financial Planning-focused advisory group Independent Wealth Partners (IWP) has acquired Southport-based Chartered Financial Planning firm Premier Wealth Management.
Read more...Klonowski wins CFP Professional of the Year Award
- Wednesday, 06 October 2021
- Articles
Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.
Read more...Exclusive: Support staff shortage hits Planner firms
- Tuesday, 14 September 2021
- Articles
Financial Planning firms have told Financial Planning Today that they have had their growth plans held back due to struggles in finding the right Paraplanning, compliance, IT and legal staff to join their teams.
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