Life planning is ‘not always done over whisky and cigars’
How do you get clients to pay for something they've never heard of?
Charles Stanley has appointed Simon Davis as a director of wealth management in the company's financial services division.
‘It's not just about playing a round of golf':
Tina Weeks is growing her Serenity Financial Planning firm by bringing on board two more advisers and a paraplanner.
Kinder Institute of Life Planning founder George Kinder believes the distrust among consumers in the financial services industry is "too thick" for one single idea to bring it back on track - so he gives 17 ways to rebuild it.