Bookstore
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How clients think – a review of the book ‘Nudge’ in relation to financial planning
How often do we stop to think about how our clients think? Dan Atkinson reviews ‘Nudge: Improving decisions about health, wealth and happiness’
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Financial Planning with Trusts
Written by Technical Connection’s John Woolley, this 546-page book looks at a wide range of topical tax and financial planning strategies using trusts. Get 10% of the normal price with Adviser Business Review
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Pension Tax Guide 2015-2016
A thorough and practical guide to how the pensions rules work and the part they play in tax planning. Get 10% of the normal price with Adviser Business Review
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Book review: Financial Planning with Trusts
Kat Mock, senior paraplanner with The Paraplanners reviews Financial Planning with Trusts written by John Woolley
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Thinking fast and slow
Business book review: Thinking fast and slow by Daniel Khaneman. Review by: Chris Daems, Director, Principal Financial Solutions
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Come and have a go (are you brave enough?)
Mark Polson and the lang cat team have produced their first consumer platform Guide with a typical disregard for ‘how things should be done’ in the financial services industry
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Technology Tools for Today’s High-Margin Practice
Business book review Technology Tools for Today’s High-Margin Practice By David J Drucker and Joel P Bruckenstein Review by: Justin King, CFP, founder of MFP Wealth Management Subtitled ‘How client-centered … Continued
