financial planning

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....