Wealth manager Charles Stanley has expanded its Oxford office with a raft of new Financial Planning-based hires.
Read more ...PFS to launch new diversity programme to reach millennials
- Thursday, 22 November 2018
- Articles

PFS CEO Keith Richards today revealed the body would be launching a new inclusivity and diversity programme to reach out to millennials.
Read more ...New look CFP and other changes coming from CISI
- Monday, 01 October 2018
- Articles

CISI head of Financial Planning Jacqueline Lockie CFP announced a raft of improvements to the professional body's qualifications and support services for members at the CISI Annual Financial Planning Conference 2018 today in Birmingham.
Read more ...Organisers reflect on 'best ever' Paraplanners Powwow
- Thursday, 20 September 2018
- Articles

Just over a week after this year’s national Paraplanners Powwow organisers have reflected on the event, which saw many new faces and a record number of ‘campfire’ sessions.
Read more ...FCA’s Hewitt explains regulatory changes to DB transfer rules
- Friday, 14 September 2018
- Articles

The FCA’s Chris Hewitt went into detail about new rules governing DB transfers at yesterday’s Paraplanners Powwow.
Read more ...Paraplanners focus on key challenges at sold-out Powwow
- Thursday, 13 September 2018
- Articles

Paraplanners at today’s Paraplanners Powwow in Aynho, Northants, will discuss a raft of topics relevant to the Financial Planning profession.
Read more ...Paraplanners Powwow hailed as ‘a force of nature’
- Thursday, 13 September 2018
- Articles

Paraplanners Powwow has been hailed as a unique “force of nature” as the event began this morning.
Read more ...Paraplanner’s Powwow gets under way in Northants
- Thursday, 13 September 2018
- Articles

Today’s sold-out Paraplanners' Powwow - the annual get-together for Paraplanners meeting up in teepees in Northants - will feature the FCA’s Chris Hewitt as a keynote speaker.
Read more ...Paraplanners prepare to Powwow this week
- Tuesday, 11 September 2018
- Articles

Thursday’s sold-out Paraplanners' Powwow - the annual get-together for Paraplanners who meet up in teepees in Northants - will feature the FCA’s Chris Hewitt as a keynote speaker.
Read more ...Most Financial Planners expect to boost their use of technology
- Tuesday, 04 September 2018
- Articles

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