Editor’s Comment: Why the great fee debate will take off in 2018

There has been a growing, and somewhat contentious, debate among Financial Planners and Paraplanners recently about the fairest way to charge clients. Despite years of regulatory intervention in the advisory sector it remains a surprisingly grey area.


Editor’s Comment: Female clients need a better deal

Even in these gender-fluid days I have to confess to being entirely male, as far as I know. This means that I will never truly experience what it feels like to be a women patronised by a man. I will never know what it’s like to be treated as a second class citizen by a financial adviser or mortgage broker.


Editor: Paraplanning needs real life superhero to move it forward

I attended last week’s CISI / IFP Paraplanning Conference at Hinckley in Leicestershire. It was a big success and yet...something is still missing from the burgeoning Paraplanning profession and something quite big. It needs a new direction.


Editor's Comment: Why Financial Planning Week is worth the effort

The CISI's Financial Planning Week, which gets under way today, is by far the best campaign of the year in terms of encouraging consumers to learn more about the benefits of sound, long term Financial Planning in its widest sense.

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