The latest issue of Financial Planning Today Magazine - our exclusive publication for Financial Planners, Paraplanners and Wealth Managers - is now available and features a detailed review of the latest Planner Technology, including a look at the Financial Planning firms already using AI to improve their workflow.

To read the issue click this link Financial Planning Today Magazine

Highlights from this latest issue (Nov-Dec 2024) include:

• Financial Planner Tech Review - Kat Mitchell reviews the latest developments, plus leading planners talk about their go-to tech and their experiences with AI 

• News Analysis: Simon Read analyses a new report revealing the surprising effects of the pandemic on consumer personal finances

• Planner Casebook: Chartered Financial Planner Nick Parkes of Progeny advises a wealthy business owner selling his company and seeking tax efficiency and sound investment of his money

• Chartered Financial Planner Anna Murdock of JM Finn looks at what she's learned from striving to build long term client relationships over many years

• Q&A Interview: Financial Planning Today Editor Kevin O'Donnell interviews Paradigm Norton CEO-designate Philippa Hann 

• Plus, our unique summary of recent top stories, opinion from Planner Phil Billingham, tech entrepreneur Robin Bevan and many others plus our regular DFM Update and tables with Fraser Donaldson of Defaqto.

Become a subscriber today: If you are not already a subscriber, register and upgrade to automatically receive each issue as it's published. Get a Digital Subscription or upgrade to a Premium Subscription (adding our glossy print magazine replica). Click on 'My Account' on our website homepage for more. Click on a story or two to see the registration window pop up.