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The Chartered Institute for Securities & Investment, the body which awards the Certified Financial Planner qualification, has announced the first three people to pass its new-style Level 6 exam in Advanced Financial Planning.
Regulatory issues and compliance are the main headaches for CEOs working in financial advice and wealth management, according to a survey by trade body PIMFA.
New statistics have revealed more than 132,000 Help to Save account holders are eligible for bonuses totalling £14m.
Over the next 10 weeks more than 2,000 Financial Planners, Paraplanners and Wealth Managers will be attending the annual conferences of the two main professional bodies for planners, the Personal Finance Society and the Chartered Institute for Securities & Investment.
Starting is hard. Starting from scratch with a blank canvas is surprisingly scary and suddenly every distraction known to man is much more exciting. How you start isn’t irrelevant, but that you do start is crucial.
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Cashflow planning software firm CashCalc has revealed it is to withdraw its Transfer Value Comparator (TVC) tool from its available suite of tools.
BlackRock opts for Dynamic Planner fintech for portfolios
Written by JamesBlackRock has selected Dynamic Planner to risk profile its MyMap portfolios.
There is a common mis-conception that Defined Benefit transfers are the scourge of society, an inherent evil that must be stamped out. This is far from true.
Adviser honesty has been ranked the most important consideration for consumers, a new survey has found.