Planners diversify to offer wider services - survey

Financial Planners are continuing to diversify their business offerings with a wider range of wealth management and professional services, according to our annual Financial Planning profession reader survey.

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Only 1 in 4 Planners consider PFS performing well

Only one in four (26%) of Financial Planners think that the Personal Finance Society (PFS) is performing well for the profession, according to our latest Financial Planning profession reader survey.

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Planner confidence hit as cost of living crisis bites

Financial Planners’ confidence about the next 12 months has taken a dive as clients are faced with the dual impact of low investment returns from bumpy markets and soaring inflation, according to our annual Financial Planning Reader survey.

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Keith Churchouse: Own your business ethic

Financial Planners need to own their 'business ethic' and ensure that it reflects their values and the outcomes they personally want to see, according to Chapters Financial’s Keith Churchouse.

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