Young planners can win £2k to attend South Africa conference
- Monday, 21 August 2017
- Articles
Risk profiling software provider FinaMetrica is offering young Financial Planners and Paraplanners a chance to attend the prestigious Financial Planning Institute Annual Conference in South Africa.
Read more...Technical Update: Multi-jurisdiction Financial Planning
- Monday, 27 June 2016
- Insight & Analysis
More and more clients – especially the wealthier clients who are more likely to use Financial Planners – have assets, income or liabilities in more than one jurisdiction. That may be for legacy reasons (emigration or retirement abroad) or business reasons.
Read more...Ex-IFP director lands new role with Beaufort
- Wednesday, 02 December 2015
- Articles
A former IFP director says he has big shoes to fill after taking up a new role with Financial Planning business the Beaufort Group.
Read more...Financial Planner's team breaks world record
- Tuesday, 24 June 2014
- Articles
A motoring quartet led by a Financial Planner has managed to break a world record by driving through 18 European countries in just 24 hours.
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