Financial Planners report their client numbers are soaring

Financial Planners’ client numbers are soaring, with more than half increasing their totals by between 10% and 25% or more in the last year.

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Julie Lord: Planning firms must adapt service for older clients

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.

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Financial Planning Today magazine's new issue is out now

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.  

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Planner’s retirement rescue for seriously ill client

A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.

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