THE REVIEW

For some firms, outsourcing paraplanning can have its advantages. But how will this impact on the financial planning process and client experience? 

Phil Billingham CFP^TM Chartered MCSI, Director, Perceptive Planning, outlines some key regulated areas within the financial planning process

Family offices and high-net-worth individuals are increasingly turning to social investment for its financial and social/environmental gains, writes Mark Salway, Director of Social Finance at Cass Business School

The historic vote to leave the EU sent shockwaves through financial markets in the UK and abroad. However, the UK remains one of the leading global economies, thanks in part to its world-class financial services industry
by Jules Gray

Studies show financial fraud rose by a quarter during the first half of 2016, with men over 65 the most likely victims

Groupthink is not desirable in any business, yet many in the financial services sector struggle to appoint staff holding differing viewpoints. How can diversity and inclusion improve decision-making and the bottom line?

Current events have shown a worrying lack of trust in expertise. How can the most knowledgeable in society earn the public’s trust again? 

Marlene Outrim CFP^TM Chartered FCSI, Chartered Wealth Manager, Managing Director and founder of Accredited Financial Planning Firm^TM Uniq Family Wealth, helps families plan from one generation to the next to ensure financial security

We are witnessing the biggest change to education since 2001