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financial planning

Investment

Three things clients may call you about this week...

Here is our weekly heads-up on the stories that may have caught your clients' attention over the weekend...

clock 01 September 2015 •

Your profession

CISI chief's pledge to IFP members: 'We will not dilute financial planning'

CISI chief Simon Culhane on body's proposed merger with the IFP

clock 27 August 2015 •

Your profession

IFP splinter group could form if CISI merger fails financial planning

A group campaigning against the merger of the Institute of Financial Planning (IFP) and Chartered Institute for Securities and Investment (CISI) has pulled out after discovering the IFP did not have enough money to continue going alone.

clock 27 August 2015 •

Your profession

Tilney Bestinvest expands face-to-face service with adviser buyout

Investment and advice group Tilney Bestinvest has bought financial planning firm Webb Holton & Associates, fueling its countrywide expansion drive.

clock 26 August 2015 •

Your profession

CII removes exam on senior management qualification

The Chartered Insurance Institute (CII) has removed the requirement to sit an exam on its senior management qualification for financial planners (AF6).

clock 13 August 2015 •

Your profession

Family fortunes: Your real boss is your client's kid

Intergerational financial planning stands between your future sucess and failure

clock 30 July 2015 •

RDR

Teenage kicked: The CEO who thinks advisers should grow up

Adolescence is over for the financial advice industry, according to Stephen Harper...

clock 22 July 2015 •

Your profession

Network Openwork in financial planning tie up with building society

Openwork has done a deal with Dudley Building Society (DBS) that will see customers of the lender introduced to the network's financial planners.

clock 23 June 2015 •

Your profession

IFA launches divorce financial planning service

Adviser firm Westminster Wealth Management has launched a dedicated divorce service to add to its financial planning business.

clock 10 March 2015 •

Your profession

Clients' best friend: What a trip to the vet taught this adviser about financial planning

Clients' best friend: What a trip to the vet taught this adviser about financial planning

clock 04 November 2014 •
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