financial planning

Your profession

Acumen Financial Planning wins Firm of the Year at CISI awards

One of five awards presented at annual conference

clock 05 October 2016 • 1 min read

Software

Prestwood overhauls financial planning software Truth

To be launched at CISI conference

clock 13 September 2016 • 1 min read

Your profession

Hilton Freund: Five ways to create a business culture that attracts top talent

Target the best of the next generation of financial advisers

clock 15 August 2016 • 4 min read

Companies

European Wealth appoints John Morton as CEO

Chief operating officer Simon Ray made executive director

clock 01 August 2016 • 1 min read

Your profession

Why advisers should mind the generation gap

Financial planning recruitment poses a generational challenge

clock 25 May 2016 • 6 min read

Companies

Mercer launches Mercer Jelf Financial Planning

Following £258m buyout

clock 16 May 2016 • 1 min read

Companies

Ex-IFP president: Sorting out branch meetings 'absolute priority' for CISI

Organisation has overcome teething issues

clock 18 March 2016 • 2 min read

People

First warning of threat to planning post IFP-CISI merger

Will CISI fall at first hurdle?

clock 09 February 2016 • 3 min read

Your profession

Ex-Bestinvest CIO reappears at 'financial architects'

Graham Frost left Bestinvest in 2012

clock 01 February 2016 • 1 min read

Your profession

Intrinsic sent into the red by £1.7m UCIS liability

Restricted network Intrinsic Financial Planning has reported a loss after allowing for £1.7m to cover potential complaints about advice to clients to invest in unregulated collective investment schemes (UCIS).

clock 07 October 2015 •