financial planning

Claims young people have a less-than-favourable view of financial advisers has sparked debate on whether appealing to teenagers and people in their 20s is in advisers' interests.

Jamie Jenkins, head of strategy and proposition at Standard Life, reveals how employers are under more pressure than ever to help employees achieve long term financial security.

Alistair Cunningham, director of Wingate Financial Planning, says starting with a blank canvas has helped his firm embrace the changes RDR will bring

Financial life planners involved in Project Eve are looking to reverse perceptions of financial services and improve confidence in the sector.

Campbell Edgar, ex-consultant director at Andersen Charnley, says his exit from the firm was not caused by its sale to Collins Stewart.

Julie Darlington, director of regulation, 2plan Wealth Management, looks at how the complexities of the tax system impact pension planning.

Child Trust Funds (CTFs) could solve Britain's debt problem if linked with inheritance tax (IHT) as a part of a wider, inter-generational asset strategy, experts say.

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.