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CISI announces dates of Financial Planning Week 2024

The next Financial Planning Week, the CISI-backed, consumer-focused annual consumer campaign to spread awareness of good Financial Planning, will be held on 22-28 January.

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CISI foundation boosts financial literacy charities

The CISI Future Foundation charity has given grants worth a total of £465,000 to seven UK financial literacy charities.

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One in six adviser firms looking to sell

Turbulent economic conditions and the Consumer Duty challenges have hit confidence in the future of the advice profession with 16% - one in six - of firm owners looking to sell or exit the market in the next 18 months.

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Editor’s Comment: Planners’ ‘secret sauce’ is revealed

Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.

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