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IFP sees strong interest in life planning and Paraplanning

The Institute of Financial Planning has seen a 44 per cent increase in the number of members interested in life planning. Read more...

Lancashire & Cumbria learn about Life Planning from Maria Nemeth

I was lucky enough to see Dr Maria Nemeth's presentation at IFP's Paraplanner conference in 2011, and found her a source of inspiration, reports Jane Holt, Paraplanner and director with Mackenzie Financial Planning in Bury. Read more...

Interview: Life planning founder George Kinder

Now the RDR has arrived, many Financial Planners may be thinking about value-added services for their clients. George Kinder of The Kinder Institute explains what his Life Planning approach offers. Read more...

Couples sharing financial concerns with advisers rather than each other

Guardian Wealth Management has highlighted the fact that Financial Planners are playing the role of counselors to their clients. Read more...
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