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Ten questions to ask your client before offering financial advice

There is no perfect product, magic formula or algorithm that can predict the future of financial markets, Andrea Carreras-Candi writes. ....

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Paraplanning now a 'profession in its own right'

Paraplanning has become a profession in its own right, according to XXX. Speaking at the fifth annual Chartered Symposium, hosted by St James’s Place, she said in the past paraplanning was seen as a steppingstone into financial planning. ....

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SJP mulls further qualification partnerships following MBA

St James’s Place (SJP) has said it has further partnerships with education organisations in the pipeline to launch new qualifications for financial planners. ....

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Outgoing PFS captain: 'There is so much opportunity for advisers. You just need to see it'

Keith Richards has led the Personal Finance Society (PFS) for the past eight years and during that time he has been a recurring face at the end of every significant question related to financial advice you can think of. ....

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PFS boss Richards to step down in June | Money Marketing

PFS boss Richards to step down in June
By
Michael Klimes
6
Keith Richards
The Personal Finance Society has announced that Keith Richards will step down as chief executive on 30 June 2021.
He was appointed after the Retail Distribution Review in 2013 and has seen membership increase to 40,000 individuals and more than 200 associate firms.
Under Richard’s leadership the PFS contributed to several working parties such as the government’s implementation group for pension freedoms and Financial Advice Market Review.
Richards also oversaw the setting up of the European Financial Planning Association-UK mutual recognition qualification programme, the Pensions Advice Taskforce and Financial Vulnerability Taskforce launched in January 2021. ....

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