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financial planning

Your profession

Five things your clients will call you about this week

More warnings about fund fees, a growing controversy around JISAs and an explanation of financial planning - five things the nationals have thrown up that your clients will call you about this week.

clock 07 November 2011 •

Investment

From the Editor: Why the FOS can expect a fuller postbag from now on

The Labour government was rightly derided for many things, but one event that happened under its watch should be applauded: the introduction of the Freedom of Information Act.

clock 03 November 2011 •

uncategorised

Ex-banker and IFA launch consumer retirement tool

A financial adviser and a former banker have launched a financial planning tool which projects retirement incomes.

clock 23 September 2011 •

Investing in the profession

London IFA takes top seat at Million Dollar Round Table

A London-based Chartered Financial Planner has been appointed secretary of international financial planning association the Million Dollar Round Table (MDRT).

clock 05 September 2011 •

Your profession

Which book would you recommend clients read?

IFAonline asked three advisers which book, if any, they would recommend as a starting point for clients interested in the world of finance.

clock 18 July 2011 •

Technology

Study dissects the best (and worst) financial planning tools

A study assessing the strengths and weaknesses of a range of financial planning tools available to advisers has been published.

clock 15 July 2011 •

Regulation

Adviser or planner? Billingham slams this 'sterile' debate

Simmering debate about whether a financial planner offers better value to clients than a financial adviser "is completely misleading and sterile", according to threesixty head of business consultancy Phil Billingham.

clock 06 July 2011 •

Investing in the profession

VIDEO: Financial life planning explained in 95 seconds

In a new video, Serenity Financial Planning explains the concept of financial life planning to consumers.

clock 01 July 2011 •

Your profession

IFAs split on attracting younger clients

Claims young people have a less-than-favourable view of financial advisers has sparked debate on whether appealing to teenagers and people in their 20s is in advisers' interests.

clock 16 June 2011 •

Investment

Are employers doing enough for their staff?

Jamie Jenkins, head of strategy and proposition at Standard Life, reveals how employers are under more pressure than ever to help employees achieve long term financial security.

clock 17 March 2011 •
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