Friday, December 1, 2023
HomeFinancial PlanningNew situation of Monetary Planning At this time Journal

New situation of Monetary Planning At this time Journal


The most recent situation of Monetary Planning At this time Journal is now out there and features a deep dive into Planner tech plus unique articles and options for Monetary Planners, Paraplanners and Wealth Managers.  

To view an unique free preview of the Nov-Dec situation click on on the entrance cowl under.

To learn future points you want to be a registered reader of the bi-monthly Monetary Planning At this time journal or a subscriber.

Register now on this web site for particulars. As soon as registered, you may obtain common hyperlinks to learn the journal plus our common newsletters.

We have got Monetary Planning coated so when you work within the career the journal is an important learn and consists of intensive contributions from main Monetary Planners.

 

Highlights within the newest situation:

  • Planner Tech Overview: What Planners actually consider AI and their newest views on tech instruments 
  • The Killer Scams: Andy Agathangelou, founding father of the Transparency Taskforce, reveals how scams can brought about untold human struggling, not simply monetary issues
  • The Consumer Hunter with main Monetary Planner Adam McCluskey of Kingfurness & Associates in Herefordshire
  • Planner Casebook serving to a football-mad entrepreneur with Anthony Hardy Chartered FCSI of London-firm Leagold Miller
  • Inside My Enterprise with Chartered Monetary Planner Reme Holland of Albert Goodman Monetary Planning 
  • DFM Replace and DFM listings with Fraser Donaldson of Defaqto
  • Plus: Our assessment of key latest key Monetary Planning tales, job strikes, information from the skilled our bodies, funding knowledgeable remark and much extra.

• Monetary Planning At this time journal is the one UK publication solely for Monetary Planners and Paraplanners and is offered in digital and print editions on subscription. For extra particulars of subscription choices click on on ‘My Account’ on the web site homepage (as soon as you have registered for Monetary Planning At this time web site – registering is free). You possibly can view a pattern of the journal by clicking the button under.

> Subscribe now for less than £9.99 a month (cancel at anytime) or save with a 12 month subscription. Phrases Apply.

 


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