Talking Heads: Why offer free 'taster' sessions in Financial Planning Week?
Three advisers have their say …
As Financial Planning Week 2017 kicks off, three experts explain why they and their firms are offering free one-hour 'taster' sessions to potential clients and the key messages they will be looking to get across
The Chartered Institute for Securities & Investment (CISI) has brought back free one-on-one money management consultations for Financial Planning Week, which runs from today to 12 May. More than 40 firms...
More on Your profession
Fraud losses from coronavirus scams hit £5m mark
11,000 scams
FCA contingent charging ban dubbed 'draconian'
Reducing amount of financial advice
Behavioural economics and building client trust during Covid-19
It's The Pro Adviser Podcast
Advice firm saves cricket club from folding during lockdown and other good news stories of the week…
Supporting local business
More news
Fraud losses from coronavirus scams hit £5m mark
11,000 scams
FCA contingent charging ban dubbed 'draconian'
Reducing amount of financial advice
Woodford investors take Covid-19 hit as Link agrees £224m sale of healthcare assets
Link Fund Solutions (LFS) has agreed to sell "a significant portion" of the stricken LF Equity Income fund's holdings to US firm Acacia Research Corporation for up to £223.9m.
Law firm considers compensation claims against Link over Woodford collapse
Legal claims for compensation are being considered against the Woodford Equity Income fund's (WEIF) authorised corporate director (ACD) Link Fund Solutions, which is accused of early-stage failures in the fund's collapse, a failure to act in the best...
Behavioural economics and building client trust during Covid-19
It's The Pro Adviser Podcast