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The advent of robo-adviser style services can help draw a clearer distinction between regulated advice and Financial Planning, IFP chief executive Steve Gazzard says.
Published in Articles
The reasons for consumers failing to seek out a Financial Planner are to be investigated in a major global project involving the IFP.
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Bosses struggling to find Paraplanners for their firms should stop seeking an “all singing, all dancing” answer to their problem and look at appointing an apprentice, a leading Paraplanner says.
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A fourth London Paraplanners Powwow is in the offing, organisers say, as advisers were told they could learn a lot from the rapidly expanding movement.
Published in Articles
A leading Paraplanner has called for his profession to “start shouting more widely about what we do”.
Published in Articles
The growing Paraplanners Powwow movement rides into the capital tomorrow for the third Powwow Down South.
Published in Articles
Morningstar: High-quality discretionary portfolios built with investors in mind.
Published in IFP Member News
Monday, 27 July 2015 15:26

IFP corporate member profile: Fidelity

Fidelity: We are helping guide planners’ clients towards a better income solution.
Published in IFP Member News
Fellows of the IFP got together in June at the Lea Marston Hotel in Sutton Coldfield.
Published in IFP Member News
My Money Week is a national event organised by the Personal Finance Education Group for primary and secondary schools, writes IFP Bristol branch chairman Ed Green CFPCM.
Published in IFP Member News
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