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Your profession

Your profession

Cooper Parry Wealth wins firm of the year at IFP Awards

Award winners announced at gala dinner

clock 07 October 2015 •

Your profession

IFP president: 'We won't lose our unique culture'

Alan Dick addressed the IFP Conference

clock 07 October 2015 •

People

Foster Denovo sales director leaves role

No plans to fill sales director's former role

clock 07 October 2015 •

Adviser tips

Nucleus: Divide your clients by bytes, not segments

Client segmentation in the digital age

clock 06 October 2015 •

Charging

Graham Bentley: You need robo advice more than you think

You are costing your clients their retirement

clock 06 October 2015 • 4 min read

Regulation

FCA ramps up rules backing whistleblowers

New protections

clock 06 October 2015 •

Your profession

PFS ditches single annual conference for four 'financial planning symposiums'

PFS overhauls conference format

clock 06 October 2015 •

Your profession

New IFP president: We were fighting a 'continual financial battle'

The Institute of Financial Planning (IFP) had been facing a 'continual battle' between maintaining reserves and investing in swelling its ranks prior to its takeover by the Chartered Securities and Investment Institute (CISI), the body's new president...

clock 06 October 2015 •

Your profession

CISI to inject £30k a year to 'promote and protect' financial planning

Financial planning will be 'protected and nurtured' following the merger of the Chartered Institute of Securities and Investment (CISI) and the Institute of Financial Planning (IFP), CISI non-executive director Richard Wastcoat has pledged, as he announced...

clock 06 October 2015 •

Investment

Rathbones CEO: We'll avoid industry's adviser takeover mistakes

Rathbones bought out Vision Group

clock 05 October 2015 •
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