- Friday, 21 July 2017
Financial Planners’ client numbers are soaring, with more than half increasing their totals by between 10% and 25% or more in the last year.Read more...
- Wednesday, 19 July 2017
Former Institute of Financial Planning President Julie Lord writes in her latest column for Financial Planning Today magazine that planners are facing a challenge to serve an increasing number of clients aged 80 and above.Read more...
- Tuesday, 18 July 2017
- Thursday, 22 June 2017
A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.Read more...