View more on these topics

Recommended

Executive director role for Earls

Equitable Life has appointed Mark Earls as executive director. He joined Equitable in 2002 as head of operations and programmes.

Informed Choice to recruit seven more planners

IFA firm Informed Choice is planning to recruit seven additional financial planners in the next 18 months.
As part of its strategic growth plans, the Surrey-based business intends to recruit two more financial planners before the end of this year and a further five in 2010.

Critical maths

Investment is the core of financial planning, so I believe the new exams for advisers should give it greater emphasis. Taking out a mortgage is largely an investment decision, so is buying term insurance. But I fear that, like regulators, whose favourite tool is the rear-view mirror, examining bodies will place too much emphasis on the theory of investment rather than the practice.

Happy while you work

Well we’ve had scorching weather (yes even up here in Scotland!) and now the Euros 2016 are on – you can’t blame people for wishing life was just one big holiday.  With all these distractions it sometimes feels like work just gets in the way of having a good time! But sunny day skivers are […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment