Today is my birthday and as I write this article maybe it's the heat in the room but I am feeling rather philosophical, thinking about clients, planning, the meaning of life and so on, writes IFP President Rebecca Taylor FIFP, CFPCM.
Make a note in your diary that the IFP's 2014 Financial Planning Week consumer awareness campaign takes place from 23-29 November.
￼What do you want to see on the programme at your IFP branch next year? 2015 might seem a long way away but now is the time to get thinking.
I attended the CFPCM professionals' conference on 12th June 2014 at Chesford Grange - a very worthwhile day: varied, challenging and fast moving, writes Jane Wheeler FIFP CFPCM.
A new 'Ask a Paraplanner' service for IFP members has been launched on the IFP website.
In June, we were very fortunate to have Gemma Siddle CFPCM, Joanna Hague CFPCM and Claire Goodwin APP as our distinguished and engaging panel of Paraplanners at our meeting, reports Leeds branch chairman Murray McEwan CFPCM.
Delegates at this year's IFP conference at Celtic Manor from 6 to 8 October have some tricky decisions to make about which sessions to attend.
Nucleus is trying to turn financial services upside down. That's all. The platform was set up by seven founding adviser firms led by our CEO David Ferguson in 2006 in anticipation of the changes facing the retail financial services sector.