Financial Planning firm reveals acquisition plans

The head of a Financial Planning firm has told Financial Planning Today she is set to acquire a second advice firm, as she expressed her confidence about the year ahead for the profession.


Wealth firm boss reveals ‘bold expansion plans’

The chief executive of wealth management firm Foster Denovo, Roger Brosch, has told Financial Planning Today magazine of his ‘bold expansion plans.’


Top 10 Financial Planner tips on finding and retaining clients

Half a dozen leading Financial Planners have revealed their best practice on how best to find and retain clients in the latest Financial Planning Today magazine.


Latest issue of Financial Planning Today magazine published

The latest edition of Financial Planning Today, our magazine for the profession, has been published and is now available to read online.

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