Articles
Amyr Rocha Lima: Protecting clients from themselves
Written by Kat MitchellIn this exclusive Guest Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, looks at how behavioural finance principles can be used in planning.
Chartered Financial Planning firm Fidelius Group has moved into new headquarters at a landmark office building, No 1, Bath Quays, Bath which it says will help promote "hybrid working."
Planners diversify to offer wider services - survey
Written by Kat MitchellFinancial Planners are continuing to diversify their business offerings with a wider range of wealth management and professional services, according to our annual Financial Planning profession reader survey.
Only 1 in 4 Planners consider PFS performing well
Written by Kat MitchellOnly one in four (26%) of Financial Planners think that the Personal Finance Society (PFS) is performing well for the profession, according to our latest Financial Planning profession reader survey.
Planner confidence hit as cost of living crisis bites
Written by Kat MitchellFinancial Planners’ confidence about the next 12 months has taken a dive as clients are faced with the dual impact of low investment returns from bumpy markets and soaring inflation, according to our annual Financial Planning Reader survey.
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Despite the cost of living crisis, only a minority of consumers are prepared to reduce their pension contributions, according to a study.
Wealth manager Chris Reah has been appointed managing director of south west Chartered Financial Planners Francis Clark Financial Planning.
Nine out of 10 financial advisers and wealth managers recommend sustainable funds to clients despite widespread concerns about greenwashing, according to new research.
Research and innovation centre Nest Insight has partnered with financial wellbeing provider Wagestream to launch a new workplace emergency savings pilot.