The CISI’s chief executive says he would not rule out the organisation changing its name in future to reflect Financial Planning’s importance following the IFP merger.

New rules have been proposed this morning to increase disclosure of the transaction costs incurred by pension investments.

About £207bn of assets are in flight due to re-platforming, a new report has shown, with the UK platform market in “a state of flux” as much of the industry focuses on tech improvements or acquisitions.

The FCA league tables for most complained about firms in the investments and pensions sectors have been unveiled this morning.

The CISI’s first ever Financial Planning conference went “better than expected”, as fears about “tension” arising from the IFP merger failed to materialise, a CISI chief says.

The number of individuals in the UK with assets worth over £1m has more than doubled since 2001, according to new analysis.

Advisers are demanding an end to the current system of paying for the FSCS and being saddled with “disproportionately huge” fees when they have a clean record on complaints.

Theresa May’s promised crackdown on financial advisers who help people dodge tax has prompted a message of reassurance from the CISI to clients of its members.

Two Financial Planning awards were axed because entries “weren’t that good” in one category, while the other lacked a single candidate.

The Chartered Institute for Securities & Investments is to seek a more “level playing field” with the PFS’s rival Chartered Financial Planner qualification.