New issue of Financial Planning Today Magazine
- Friday, 26 March 2021
- Articles
The latest edition of Financial Planning Today Magazine is out now and features an exclusive report on how Financial Planners are coping with the storm of platform M&A.
Read more...Financial Planner launches coaching and life skills academy
- Thursday, 09 July 2020
- Articles
Tina Weeks of Serenity Financial Planning has launched a new training academy for Financial Planners who are looking to adopt a relationship-based approach to their advice.
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Exclusive: Serenity Financial Planning makes new acquisition
- Thursday, 28 November 2019
- Articles
Serenity Financial Planning has completed its latest acquisition with the purchase of Midlands-based Blackstone Wealth Management.
Read more...How to deal with 'clients from hell' - CISI Conference
- Monday, 01 October 2018
- Articles
Firing or sacking 'clients from hell' may the only option if the client-planner relationship has broken down, delegates at this year's CISI Annual Financial Planning Conference heard today.
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