SIPP market sees 15 new products
- Thursday, 29 June 2023
- Articles
The SIPP market saw 9 products pulled but 15 new plans launched during the 2022/23 fiscal year, according to an exclusive report for Financial Planning Today.
Read more...CISI's Amyr Rocha Lima: Are clients overwhelmed?
- Wednesday, 28 December 2022
- Articles
Looking ahead to 2023, as Financial Planners we must be aware of the opportunities and challenges that lie ahead in the world of Financial Planning.
Read more...Amyr Rocha Lima: Why history makes us better investors
- Wednesday, 21 December 2022
- Articles
In this exclusive Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, explains why he believes history lessons are crucial for planners.
Read more...Nitu Mehra: Why I started an outsourced Paraplanning firm
- Tuesday, 20 December 2022
- Articles
In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.
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