financial planning

Five things your clients will call you about this week

IFAonline | 07 Nov 2011 | 09:33

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.

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scott-sinclair

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.

Professional Adviser | 03 Nov 2011 | 00:00
pc-computers

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.

Retirement Planner | 23 Sep 2011 | 11:20

Other financial planning articles

caroline banks

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).

International Investment | 05 Sep 2011 | 12:33
books

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.

IFAonline | 18 Jul 2011 | 14:00
adviser7

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.

IFAonline | 15 Jul 2011 | 11:00
billingham-phil

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.

IFAonline | 06 Jul 2011 | 14:20
weeks-tina

VIDEO: Financial life planning explained in 95 seconds

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

IFAonline | 01 Jul 2011 | 08:25 | video
clarke-robert

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.

Professional Adviser | 16 Jun 2011 | 08:00
shutterstock-70513156

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.

Professional Adviser | 17 Mar 2011 | 08:00
cunningham-alistair

Wingate's Cunningham: How I am preparing for RDR

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

Professional Adviser | 01 Dec 2010 | 11:30
bruce-wilson

Project Eve planners work to change consumer perceptions

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

IFAonline | 23 Nov 2010 | 15:00
campbell-edgar-113x130

Campbell Edgar: Deal was catalyst for move, not cause

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

IFAonline | 05 Aug 2010 | 13:40

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