Carmen Reichman

Nov 21, 2024 | ftadviser.com | James Woodfall |Cliff A. Lansley |Carmen Reichman

You don’t have to be a financial adviser to know that this too often rings true. In their new book, which launched yesterday (November 20), Woodfall, a former financial planner-turned-consultant, and Lansley, who runs the Emotional Intelligence Academy, tackle the many aspects to forming a successful client relationship - right from the start.

Oct 17, 2024 | ftadviser.com | Carmen Reichman

From lessons in team management to strategies for overcoming adversity, an awareness of sports psychology can be beneficial when running an advice business, says behavioural scientist Mark Pittaccio.

Sep 29, 2024 | ftadviser.com | Carmen Reichman

She said: "As advisers, you will have an important role to play in displaying or otherwise communicating the labels to consumers via your usual channels of consumer communication and also providing access to the consumer facing disclosure.

Sep 25, 2024 | cfp.net | Carmen Reichman

FT Adviser CERTIFIED FINANCIAL PLANNER® professionals report higher earnings and greater job satisfaction compared to their non-certified peers, according to research from CFP Board. "The findings in the 2024 Compensation Study show that a career in financial planning is quite possibly the best job ever,” stated CFP Board CEO Kevin R. Keller, CAE. FT Adviser Carmen Reichman September 26, 2024

May 12, 2024 | ftadviser.com | Carmen Reichman

This means that while advisers who have clients with "simple lives" – those who have not yet taken any benefits – can advise them on their retirement income with relative confidence, advisers with anything beyond that would struggle. And it is difficult to help them, she adds, as there are still so many unanswered questions, and at times the legislation feels like it is not working as intended.