financial planning

Brooks Macdonald, the financial planning and asset management group, will pay an interim dividend for the first time this month as pre-tax profits almost doubled in the second half of 2009.

The number of certified financial planners globally has broken through the 126,000 mark to reach a record high.

The Institute of Financial Planning (IFP) is seeking to create a register of what it calls "genuine" financial planning firms that could benefit from a regulatory dividend and lower professional indemnity insurance (PII) costs.

Cathi Harrison started outsourcing group Para-Sols in 2009. She is based in the North East but has clients right across the country.

Arch Financial Planning has introduced a foreign exchange service on its website in order to boost its client proposition.

Friends Provident is launching a new financial education and support service aimed at helping employees manage their money more effectively.

Dan Draper, global head of Lyxor ETFs, explains how the RDR is set to bring the UK intermediary market closer to the US investment advisory model.

Employers should do more to help their staff effectively plan for retirement, Scottish Widows says.

The founders of financial planning software firm 1st Software have invested £250,000 in Sammedia in return for a minority stake in the company.

IFA Helm Godfrey is embarking on a recruitment drive, but says it wants individuals with the mindset to become 'life planners', not just financial advisers.