Financial planning
Financial planning | 3 Oct 24
Major life events and milestones prompt 12.5m UK adults to seek financial advice or guidance
The St. James’s Place study surveyed just under 12,000 individuals
II Awards 2024 voting continues ahead of October 10 event
II Readers/Subscribers votes continue for 25th Annual II Awards 2024
Financial planning | 30 Sep 24
Advice use among drawdown customers slumps to below 50% for first time, FCA data reveals
Only 46% benefited from professional financial advice
Financial planning | 26 Sep 24
CISI joins Financial Planning Standards Board to mark World Financial Planning Day
The eighth annual World Financial Planning Day takes place on 9 October
Financial planning | 25 Sep 24
Governance is the top challenge for family offices, says global research study
The study covered more than 300 family office professionals managing a combined $155bn in assets