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.


Julie Lord: Some advisers long way off understanding cashflow

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


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.


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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