financial planning

Cathi Harrison started outsourcing group Para-Sols in 2009. She is based in the North East but has clients right across the country.

Arch Financial Planning has introduced a foreign exchange service on its website in order to boost its client proposition.

Friends Provident is launching a new financial education and support service aimed at helping employees manage their money more effectively.

Dan Draper, global head of Lyxor ETFs, explains how the RDR is set to bring the UK intermediary market closer to the US investment advisory model.

Employers should do more to help their staff effectively plan for retirement, Scottish Widows says.

The founders of financial planning software firm 1st Software have invested £250,000 in Sammedia in return for a minority stake in the company.

IFA Helm Godfrey is embarking on a recruitment drive, but says it wants individuals with the mindset to become 'life planners', not just financial advisers.

Yorkshire-based financial planners Atkinson Smith is to join the IFA-owned wrap proposition, Nucleus.

The Institute of Financial Planning is rallying support behind the UK's first financial planning week to be held from September 8-14.

"Rarely has there been a better opportunity for planners to prove their worth" says Jeff Prestridge, of the Financial Mail on Sunday, writing in April's Financial Planner magazine. How so, with markets going backwards, credit crunch nervousness and wholesale...