As chair of the Board of Directors (BoD) of the Financial Planning Standards Board (FPSB), Gerhardt Meyer CFP® has played a key role in setting global standards for the financial planning profession, but more work remains to be doneby Dan Atkinson
Even before the Covid-19 crisis, the personal tax landscape was facing an overhaul. Now, that's almost guaranteed. Financial planners have a challenge and an opportunity ahead of them by Paul Bryant
Financial planners and wealth managers often find themselves working with clients from complex family structures and there are some challenges that can arise from this by Ritchie Bann
The partnership will allow our UK-based members to support the national policing lead on fraud in the fight against economic and financial crime in the UK
Life expectancy is not the same as the likely age at death. Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, looks at why and what impact it has on financial plans
Matt Dickens, Chartered FCSI, senior business development director at Ingenious Group, says that the ‘cost of life’ should always be considered before the ‘cost of death’
Andrew Brook-Dobson CFP™ Chartered MCSI, managing director at Brook-Dobson Brear, helps clients lead successful lives through a combination of life planning, financial planning and wealth management by Jane Playdon