To design and deliver ‘next generation advice journeys’
Helps advice firms with governance, risk and compliance challenges
Financial Planning Week has started and runs until 28 January
The investment is subject to Financial Conduct Authority approval
Final exam has been replaced with coursework and all is done online
Ask the question: ‘What is important, about money, to you?'
‘This cannot be the right outcome for consumers,’ VouchedFor founder says
‘Estate planning is immune and resilient to the economic environment'
Don MacIntyre says the professional body needs to work closer with advisers
Daniel Godfrey named as chair and Julia Dreblow will be vice-chair