The majority of traditional Financial Planning firms will deliver up to three quarters of their client meetings via live video in the next five to ten years.
Read more ...Jason Butler: Financial Planning face-to-face to be the exception
- Thursday, 16 March 2017
- Articles

6 bodies join forces for new apprenticeship
- Thursday, 16 March 2017
- Articles

Six leading professional bodies have joined forces to support a new Apprenticeship Standard.
Read more ...NIC self-employed rise axed - 1 week after Budget
- Wednesday, 15 March 2017
- Articles

A proposed rise in National Insurance levels for the self-employed has been axed – just a week after it was announced in the Budget.
Read more ...James Hay unveils overhaul of platform prices
- Wednesday, 15 March 2017
- Articles

James Hay is overhauling its charges, it revealed this morning, with some fees set to be axed and a new structure established.
Read more ...Culhane: Financial Planning will get Chartered alliance boost
- Wednesday, 15 March 2017
- Articles

I read with interest this week that the term “Financial Planner” has been recognised legally in Australia, writes Simon Culhane, Chartered FCSI, CISI chief executive.
Read more ...New PFS and CII public affairs director unveiled
- Wednesday, 15 March 2017
- Articles

OMW Financial Planning arm buys two adviser firms
- Wednesday, 15 March 2017
- Articles

The Financial Planning arm of Old Mutual Wealth has bought two firms, bringing on board a Chartered Financial Planner and Chartered Wealth Manager in the process.
Read more ...Chartered planners sign ex-MetLife director Malcolm Kerr
- Tuesday, 14 March 2017
- Articles

A Chartered Financial Planning firm has signed up an ex-director of KPMG and MetLife to its board.
Read more ...Nucleus boss: FCA asset manager probe dwarfs RDR
- Tuesday, 14 March 2017
- Articles

The FCA asset management review was ‘way bigger than RDR’, says the chief executive of Nucleus.
Read more ...Tilney hiring spree: Chartered Financial Planner snapped up
- Tuesday, 14 March 2017
- Articles

Tilney has snapped up a Chartered Financial Planner as its hiring spree continues.
Read more ...