Planner: If you fail to embrace change you'll be left behind

A Chartered Financial Planner hopes to challenge the perceptions of traditional business in a new book that touches on his experiences of creating a new robo-adviser.

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'Exam fatigue may put advisers off annuity resales market'

Financial advisers suffering exams fatigue may be deterred from getting involved in the secondary annuities market, the boss of a Financial Planning firm has suggested.

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Chapters Financial cuts carbon footprint by a quarter

Chapters Financial – with the help of its new online arm SaidSo.co.uk – has reduced its carbon emissions by almost a quarter in the last 12 months following certification to The Planet Mark. Read more...

IFP Surrey chair's online Financial Planning service wins award

A new online Financial Planning service created by the IFP’s Surrey branch chairman has won a national award. Read more...

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