Sue Whitbread
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Planning in practice
Generational changes are impacting the type of advice and service which financial planners will need to give – but does this…
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The portfolio construction debate
When it comes to portfolio management solutions, Brian Tora asks whether today’s greater choice of investment options is necessarily a good thing…
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Better Business – invest in your team
A great financial planning business has a great team working smoothly and effectively together behind the scenes. Tracey Underwood of PACE Solutions…
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Using structured products to meet clients’ needs
IFAM: For advisers who may never have recommended Structured Products to their clients in the past, what are the key features and…
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Ed’s Rant – Global Economic Uncertainty
Harrumph. In the light of recent press speculation about my highly personal affairs, I feel it is finally time for me to…
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FCA SMCR – CISI launches Conduct Rules members’ toolkit
With the clock ticking on FCA SMCR deadline as CISI is launching a Conduct Rules members’ toolkit to further support consumers and…
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Are you using the CII’s CPD online platform? We talk to CII’s Matt Connell about how it works.
There are many ways in which technology is helping to boost efficiency across the financial planning profession – and this includes how…
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Japan: an undervalued opportunity?
With the Rugby World Cup starting next week and the 2020 Olympic Games on the horizon, Japan is set to be the…
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Financial Planning Week 2019 – your chance to get involved
CISI is calling for financial planners to sign up for this year’s UK Financial Planning Week taking place from 7 October. The…
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Take the weather with you
Multi-asset funds are often portrayed as being flexible enough to adapt to changing economic climates and market conditions. Sue Whitbread talks to…
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