Dan Atkinson: Financial Planning Week is opportunity to engage
- Monday, 07 October 2019
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“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money
Read more...Guest Column: Why clients are more tech-savvy than you think
- Friday, 04 October 2019
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I’ve just bought my dad an Echo dot for his 73rd birthday. He loves it. He’s also signed up to Netflix, stays in touch by WhatsApp and ‘likes’ everything I post on Facebook, writes Tessa Lee, MD of moneyinfo.
Read more...Guest Column: Freeing Paraplanners to grow
- Wednesday, 02 October 2019
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There are heaps of events for Paraplanners nowadays; high quality seminars, conferences and roadshows, many of which are specifically created by and for Paraplanners, writes Caroline Stuart.
Read more...CISI 2019: 60% of clients will fire parents’ planner
- Monday, 30 September 2019
- Articles
Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.
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