financial planning

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

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.

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

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.

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.

Alistair Cunningham, director of Wingate Financial Planning, says starting with a blank canvas has helped his firm embrace the changes RDR will bring

Financial life planners involved in Project Eve are looking to reverse perceptions of financial services and improve confidence in the sector.

Campbell Edgar, ex-consultant director at Andersen Charnley, says his exit from the firm was not caused by its sale to Collins Stewart.

Julie Darlington, director of regulation, 2plan Wealth Management, looks at how the complexities of the tax system impact pension planning.

Child Trust Funds (CTFs) could solve Britain's debt problem if linked with inheritance tax (IHT) as a part of a wider, inter-generational asset strategy, experts say.