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Financial planning

Retirement plan - Reminder of the need for savings for a decent, comfortable old age.

Financial planning | 30 Sep 24

Advice use among drawdown customers slumps to below 50% for first time, FCA data reveals

Only 46% benefited from professional financial advice

Financial planning | 26 Sep 24

CISI joins Financial Planning Standards Board to mark World Financial Planning Day

The eighth annual World Financial Planning Day takes place on 9 October

Financial planning | 25 Sep 24

Governance is the top challenge for family offices, says global research study

The study covered more than 300 family office professionals managing a combined $155bn in assets

Companies | 24 Sep 24

II Awards 2024 readers votes start today

Subscribe to II and click on the voting categories below to cast a readers vote for the II Awards 2024

Companies | 23 Sep 24

25th Annual II Awards 2024 enters judging phase with readers votes set to go live tomorrow

Readers of both II and IA will be able to vote for their favourites here on II and IA

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.