When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

Certified Financial Planner and Chartered Wealth Manager Martin Ruskin CFP, head of business development at Paradigm Norton and a leading Financial Planning figure, has shared his top client loyalty tips.

The latest issue of Financial Planning Today - the comprehensive magazine for the profession packed with features, insights and tips for Financial Planners, Paraplanners and Wealth Managers - is now published and is available to view free of charge. 

I went to a financial seminar recently and on returning to the car park at the end of the day, the number of fancy cars got me thinking about measuring success and whether the Financial Planning community is as bad at coveting material things to demonstrate success, as some of our clients are.