With Level 6 qualifications seen as the next big differentiator in financial advice, an age-old debate has been re-ignited. So, which is better in 2013: Chartered or Certified?
An increasing number of advisers are now achieving Chartered Financial Planner status. Since December 2010, the number of Chartered planners registered with the Chartered Insurance Institute (CII) has...
Keep your paraplanners close
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
That Friday feeling
Company decision making is rarely rational
Fees 0.1% per annum or £20 per month
Square Mile's series of informal interviews
Percival on DB suitability
First trading loss in five years