financial planning

The Institute of Financial Planning has introduced two one day workshops on personal financial planning and planning for the business owner.

The Chartered Insurance Institute has unveiled details of its advanced diploma in financial planning, which forms the final element in its new exam framework.

Belgravia, London-based private bank Duncan Lawrie has moved closer to the IFA community through the acquisition of financial planning business Hill Martin.

A financial planning firm has launched online advice services which target consumers who prefer to do their shopping and manage money over the internet.

One in 10 working Britons fear their jobs are in imminent danger but over a third have little or no savings to tide them through emergencies, according to Prudential.

Draft guidance on the implementation of an international ISO personal financial planning standard in the UK is expected to be published by the British Standards Institute (BSI) for consultation on Friday.

Turning the financial service industry into a profession will require intermediaries to change their business models and practices, say financial planners, as tomorrow's clients are likely to be more demanding and have a stronger idea of what they want...

Further debate about fees versus commission remuneration still rages on, as new comments from one intermediary suggest advisers should look to become wealth managers rather than IFAs.

The Institute of Financial Planning's annual conference is now just one month away and this year includes sessions from international experts on financial planning and practice management.

Portfolio management and advisory firm iimia has acquired Kettering-based financial planning practices Solace Associates Limited, further its move into the financial planning market.