Planner: If you fail to embrace change you'll be left behind
- Friday, 26 August 2016
- Articles
A Chartered Financial Planner hopes to challenge the perceptions of traditional business in a new book that touches on his experiences of creating a new robo-adviser.
Read more...'Exam fatigue may put advisers off annuity resales market'
- Wednesday, 06 January 2016
- Articles
Financial advisers suffering exams fatigue may be deterred from getting involved in the secondary annuities market, the boss of a Financial Planning firm has suggested.
Read more...Chapters Financial cuts carbon footprint by a quarter
- Thursday, 01 October 2015
- Articles
Chapters Financial – with the help of its new online arm SaidSo.co.uk – has reduced its carbon emissions by almost a quarter in the last 12 months following certification to The Planet Mark. Read more...
IFP Surrey chair's online Financial Planning service wins award
- Friday, 10 July 2015
- Articles
A new online Financial Planning service created by the IFP’s Surrey branch chairman has won a national award. Read more...