New MD at Informed Choice as Bamford steps down
- Tuesday, 29 October 2019
- Articles
Informed Choice has announced the appointment of Shelley McCarthy as its new managing director.
Read more...Dan Atkinson: Financial Planning Week is opportunity to engage
- Monday, 07 October 2019
- Comment
“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money
Read more...CISI 2019: 60% of clients will fire parents’ planner
- Monday, 30 September 2019
- Articles
Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.
Read more...Newsmakers: Richard Allum on Paraplanning and Powwows
- Thursday, 26 September 2019
- Articles
Welcome to a new feature on Financial Planning Today called Newsmakers where Financial Planning Today catches up with the people making headlines in the Financial Planning and Paraplanning professions.
Read more...