More Paraplanning Masterclasses Announced
March 31, 2015
More Paraplanning Masterclasses Announced
Following the success of Richard Etheridge's first Paraplanning Masterclass, we have announced several more. Don't…
Richard Etheridge Paraplanning Masterclass
January 27, 2015
Richard Etheridge Paraplanning Masterclass
We are delighted to announce our first Paraplanning Masterclass, hosted by Richard Etheridge. This Masterclass…
Paul Etheridge: What The U.S. Can Teach Us About Financial Planning
October 29, 2014
Paul Etheridge: What The U.S. Can Teach Us About Financial Planning
Paul Etheridge compares and contrasts the US and UK financial advice professions. As published in…
‘Who Wears The Trousers?’ Survey Results
October 20, 2014
‘Who Wears The Trousers?’ Survey Results
Thanks to everyone who completed our 'Who Wears The Trousers' survey, which yielded some very…
Congratulations To IFP “Wild Living” Competition Winners!
October 10, 2014
Congratulations To IFP “Wild Living” Competition Winners!
Thanks to everyone who came to chat to us at the IFP Conference, it's always…
IFP Conference: ‘Wild Living Allowance’ Competition
October 1, 2014
IFP Conference: ‘Wild Living Allowance’ Competition
We are looking forward to the IFP Conference next week. This year we are giving…
Who Wears The Trousers?
September 23, 2014
Who Wears The Trousers?
Research conducted by Prestwood looking at who is the decision-maker when it comes to financial…
Mentor Workshop Review (London)
June 5, 2014
Mentor Workshop Review (London)
Our mentor, Graham, provided an initial overview of the day including a reminder that one…
Money Management: “Product review: Prestwood software Cash flow modeling software launched by developer Prestwood”
June 4, 2014
Money Management: “Product review: Prestwood software Cash flow modeling software launched by developer Prestwood”
Developer Prestwood has unveiled cloud capabilities for its Truth cash flow modelling software. Provided by…
Life after RDR: What on Earth is an “initial adviser charge invoiced via a platform service provider”?
April 29, 2014
Life after RDR: What on Earth is an “initial adviser charge invoiced via a platform service provider”?
Adviser Charging is now part of day-to-day life for Planners, and with it have come…
