Articles

The news that the FCA is extending its sustainability rules to portfolio managers has been welcomed by the industry.

The Chartered Institute for Securities & Investment (CISI) has appointed Hannah Daniel, Chartered MCSI, as the new President of the Yorkshire committee.

Investment, protection and retirement specialist LV= has completed its transition of asset management services to BlackRock from previous fund manager Columbia Threadneedle Investments.

The Personal Finance Society has launched a new course designed to help Financial Planners and advisers adapt to social and regulatory expectations on sustainable investment.

The CISI has appointed Financial Planner Jonathan Gibson CFP Chartered FCSI and Shaid Moughal ACSI as co-Presidents for the CISI Scotland committee.

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