Flexible working and digital tools key for advisers
- Thursday, 01 April 2021
- Articles
Flexible working and digital transformation were the key focuses for financial advice businesses surveyed by the Personal Finance Society and Chartered Insurance Institute in March.
Read more...Exclusive: Kingswood to continue flexible working
- Thursday, 18 March 2021
- Articles
David Lawrence, chief executive for wealth management at Financial Planner Kingswood, has spoken exclusively to Financial Planning Today for our latest Newsmakers interview on how the Coronavirus pandemic has changed working practices at the firm and its acquisitions pipeline for 2021.
Read more...Financial Planner staff quit office for whole of July
- Monday, 01 July 2019
- Articles
Northern Ireland-based Financial Planner AKFP's staff will once again work remotely for the whole of this month.
Read more...Nicola Watts: Financial Planning is a sharing community
- Friday, 12 October 2018
- Comment
Last week I attended the CISI Financial Planning Annual Conference and this week, as part of my duties as branch president of our local CISI branch, I was delighted to help in the hosting of a round-table discussion.
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