New research suggests that client referrals are the top way to find new HNW clients with 35.7% sourced through this channel globally.

The CISI’s annual Paraplanner Conference heard this morning how Paraplanning can change lives.

 The Chartered Institute for Securities & Investment has appointed leading Financial Planner Keith Churchouse CFP Chartered FCSI as President of the CISI’s Southern branch.

Wealth manager Charles Stanley is set to expand its growing Financial Planning division despite the operation racking up losses of £2.7m in the past year.

The main Consumer Prices Index stayed unchanged in May at 2.4% but CPIH (CPI including owner occupiers’ housing costs) rose from 2.2% in April to 2.3%.

The CISI’s annual Paraplanner Conference is under way and has attracted more than 120 attendees.

The CISI’s annual Paraplanner Conference is under way and has attracted 100 attendees.

IFA network Bankhall has signed a deal with Paraplanning specialists The Timebank to launch a support service to help member firms “increase their advice capacity.”

A company director who ran a financial advice firm has been banned and fined £29,300 by the FCA for falsifying qualifications.

Retirees are set to bequeath rather than spend much of their accumulated wealth, new research has indicated.