In a new video, Serenity Financial Planning explains the concept of financial life planning to consumers.
Paul Resnik, director and co-founder of FinaMetrica, says planners must ensure they have a proper understanding of their clients' risk tolerance before providing advice.
This week, more details were published about the new look regulator post the split-up of the FSA.
Mark Loosmore of AT8 Group looks at pension transfer offerings from Selectapension, including a specific QROPS analyis tool.
AWD Chase de Vere will next week welcome the first batch of recruits to its Adviser Academy, aiming to turn them into independent financial advisers (IFA) within two years.
Pro footballer and qualified IFA David Rowson talks to Laura Miller about juggling his commitments and planning ahead.
Fidelity International's Julian Webb says platforms can go beyond merely helping advisers ease the regulatory burden of RDR.
Clients come in all shapes and sizes but, as Heath Reidy discovered, it might be wise to keep an eye out for the following...
The Institute of Financial Planning (IFP) has confirmed its Certificate in Paraplanning has been recognised under the Chartered Insurance Institute (CII) qualifications framework.
Karen Barrett, chief executive of Unbiased.co.uk, tells the BBC what consumers can expect from upcoming changes in the financial advice sector...