Editor’s Column: Stress testing

 

 

Financial Planning clients are, mostly, demanding. They are, in the main, successful, professional people; often business owners or entrepreneurs.

Read more...

6 in 10 Financial Planners struggling with workloads

Six in ten Financial Planners are struggling with heavy workloads, identifying them as the greatest cause of work-related pressure, according to a new report.

Read more...

Editor’s Column: Why small can be beautiful

The Personal Finance Society has made a timely call for more ‘proportional’ regulation following the publication by the FCA of its new three year business strategy plan, which arrived recently along with news of some chunky fee increases.

Read more...

PFS wants more ‘proportional' FCA regulation 

The Personal Finance Society, the biggest professional body for Financial Planners and Paraplanners, has called for more ‘proportional’ regulation by the FCA under its new strategy to avoid killing off parts of the advice sector.

Read more...