Financial planning
Best Practice Adviser Awards | 6 Jan 25
Steven McBurnie named chair of CISI Paraplanner Interest Group
He takes over from Dan Atkinson who steps down as PPIG chair after five years
Financial planning | 2 Jan 25
12 financial planning tips for 2025
These range from pensions and family finances to wills, gifting and IHT
2024: Year of progress for professional development in Middle East
CII has ‘witnessed very encouraging signs that the mandating of qualifications will soon become a reality’
St James’s Place seeks industry collaboration for more generations to access financial advice
18–34-year-olds twice as likely as 35-54-year-olds to turn to social media for information about finances
Quilter advice network adds five new firms
Quilter said it has welcomed numerous new appointed rep firms during 2024




