Correction fears prompt 1 in 3 wealth managers to up cash

A survey by fund manager Legg Mason has found that a third of wealth managers (32%) say they are holding more cash across clients’ portfolios to protect against a market correction.

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Latest Financial Planning Today magazine out now

The latest digital edition of Financial Planning Today, our 40-page magazine for Financial Planners and Paraplanners, has now been published and is available online.  

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Chartered firm calls Paraplanners ‘Financial Planning assistants’

The definition of a Paraplanner and whether there should be a new standard for Paraplanning has been a hotly debated subject for some while.

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The holistic Financial Planning firm run by family of 4

When it comes to family run businesses, it could be hard to beat Chartered Financial Planning firm Unividual.

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