The majority of Financial Planners expect to use more technology to boost client engagement in the next few years.

A survey of around 400 financial advisers has found “huge variations” in the way firms carry out an initial ‘triage’ process when clients ask about pension transfers. 

Financial Planning Today is supporting a major event helping Financial Planners be better at marketing and comms and is offering readers an exclusive £50 off ticket prices until Friday 7 Sept in advance of general sale.

A firm owned by jailed sex offender adviser Frank Cochran has appointed a trainee IFA as its new director and has changed its address.

AFH, the expanding financial advisory firm founded by a Chartered Financial Planner, has made its 12th acquisition of 2018 in a move that will boost its total number of advisers to more than 200.

A new report by independent fund research firm Fitz Partners has given an insight into the level of investment advisory fees charged by asset managers.  

HMRC statistics, released today, have been interpreted in different ways by experts in the Financial Planning profession.

The estimated 1.8 million British expats living in the EU should consider reviewing their personal financial strategies as ‘no-deal’ Brexit looks increasingly likely, the deVere Group has warned.

Walker Crips, which has a Financial Planning arm, has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform, enabling advisers to assess the long-term investment risks associated with the portfolios against their clients’ risk profiles.

PIMFA, the trade body formed by a merger of APFA and the Wealth Management Association, is to relaunch the popular annual Financial Adviser dinners organised by APFA.