Ex-IFP President lands major global Financial Planning role

A former president of the Institute of Financial Planning has been elected to a leading role at the worldwide body for Financial Planners.

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Julie Lord: Some advisers long way off understanding cashflow

It seems that my last column about Lifetime Cashflow Planning has provoked some interesting debate.

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4 in 10 readers rate CISI conference ‘excellent’

About four out of ten readers have given the CISI’s first ever Financial Planning conference an ‘excellent’ rating in an online poll.

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IFP to CISI membership recovered after drop to 50%

The proportion of old IFP members that kept their membership going after the CISI merger dropped to about 50% back in May but has risen again to 82%.

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