financial planning

Draft guidance on the implementation of an international ISO personal financial planning standard in the UK is expected to be published by the British Standards Institute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

The Financial Services Skills Council is launching another round of consultations on examination reform proposals this Friday to look at final draft specifications for investment and mortgage advice exams and the way appropriate exams should be identified....