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New DFM listings for Financial Planners published

The latest DFM listings for Financial Planners have been published today, showcasing more than 190 discretionary propositions.


CISI offers wealth managers ‘Financial Planning experience’

The CISI is trying to entice more wealth managers to attend the annual Financial Planning conference in September by widening the appeal of the content.


Policeman turned Planner becomes cashflow tool creator

An ex-policeman who changed career to become a Chartered Financial Planner has revealed how he made the switch before going on to set up an increasingly popular cashflow planning tool.


Platform problems: Planners outline their frustrations

Financial Planning professionals have outlined a whole range of improvements they want to see made by platforms.

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