Retirement sales practices will come under the regulatory microscope in the New Year.
Financial Planners and Paraplanners are gearing up to find out if they have become one of the winners of a range of prestigious awards tonight at the IFP annual conference.
IFP Conference keynote speaker speaker Dr James Rouse told 600 delegates that rich life experiences were worth more than money.
Nearly 100 more delegates attended the IFP annual conference than last year, it was revealed this afternoon.
Investment risk profiling and Financial Planning systems provider Distribution Technology has recruited three senior executives from Bankhall to join the asset and risk modelling and IFA account management teams.
The outgoing president of the IFP says she can fall in love with the new organisation created by the merger with the CISI.
The CISI has pledged to spend at least £35,000 per year on promoting Financial Planning as part of the merger deal, it was revealed this afternoon.
The IFP’s first new President for three years has compared the body to “a second family”.
Outgoing IFP President Rebecca Taylor FIFP CFPCM and next President Alan Dick CFPCM, who will take over tomorrow, said achieving “critical mass” for Financial Planning in the UK was a major motivator for the IFP-CISI merger.
The IFP will become a heavyweight organisation following the merger with the CISI, the IFP’s new president told the annual conference this morning.
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