Sue Whitbread
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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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How technology has transformed marketing for financial planners: by Jon Pittham, ClientsFirst
In his third article of this mini series for IFA Magazine, Jon Pittham of ClientsFirst considers how planners can harness the power…
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The role of the practice manager in financial planning – Tracey Underwood, PACE Solutions
Is your financial planning business running as efficiently and effectively as possible? Is your work/life balance a thing of envy or a…
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NS&I’s new online service for advice firms
After two years in the making, NS&I’s new online portal has been greeted warmly by the adviser community. Andrew Pike, Head of…
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Are you making the most of technology in your financial planning business? Michelle Hoskin of Standards International
This article is part of our special focus on the use of technology in financial planning In this article, Michelle (pictured above)…
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How to optimise your financial advice website from a technology perspective – practical tips from Faith Liversedge.
This article is part of our special focus on the use of technology in financial planning Your website is your firm’s shop…
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