IFP President Marlene Shalton tells Scott Sinclair about financial planning, awkward clients and why she couldn't stick her first job in advice...
A register of financial planning firms which meet set criteria is to be launched and made available to consumers.
The Institute of Financial Planning (IFP) and Aberdeen Asset Management are to hold a series of free educational seminars for advisers, beginning with an event focusing on post-RDR remuneration models.
In the latest in our exclusive series of gap fill articles helping you prepare for RDR, Jackie Lockie covers everything you need to know about the main investment theories…
The Institute of Financial Planning (IFP) has put together a list of ten questions it recommends all consumers ask a financial planner before they agree to do business with them...
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.
The Institute of Financial Planning (IFP) has confirmed its Certificate in Paraplanning has been recognised under the Chartered Insurance Institute (CII) qualifications framework.
Five of the six professional bodies provisionally awarded by the FSA with accredited status this week will mandate membership before issuing advisers with practicing certificates. Want to know who they are?
Paraplanners must have some sort of client-facing role within a successful advisory business, according to Phil Billingham.
Paraplanner Martin Vaughan gives his top tips on creating the ideal client suitability lettter.