Writing a financial plan using the client’s own words doesn’t always provide a defined picture of what the client wants and an actionable strategy, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning
Starting a conversation about mental health issues can help you and others get support where neededby Bethan Rees
Dee’s former colleague Gemma is choosing to not self-report a criminal offence to her employer and her professional body. Should Dee take matters into her own hands?
The Uncle Buck saga has proven once again that the principles of investment have not changed: risk versus reward still exists. We need a new levy system to ensure fairness
Congratulations to Pippa Oldfield, assistant manager at Mazars UK
Slowing things down, understanding yourself and practising mindfulness all contribute to becoming a more patient leaderby Bethan Rees
Peter Tomlinson and Rick Watson from the Association for Financial Markets in Europe (AFME) explain the ins and outs of the Securities Financing Transactions Regulationby Bethan Rees