The CISI 2019 Financial Planning Conference has ended on a high with CISI head of Financial Planning Jacqueline Lockie CFP Chartered FCSI applauding delegates for their willingness to share their professionalism to improve advice to clients. 

Simon Culhane Chartered FCSI, chief executive of the CISI, pledged that the CFP was "100% committed" to growing Financial as one of the UK's fastest growing professions.

Close Brothers Asset Management (CBAM) has appointed Matthew Spencer as head of business development and marketing.

CISI members will be voting on whether to change bye-laws to mean the title ‘Chartered Fellow (Financial Planning)’ can be used.

The CISI has revealed the winners of its Financial Planning Gala Awards 2019.

Financial Planning and retirement savings provider Punter Southall Aspire is to acquire the employee benefits arm of accountancy firm BDO.

Financial Planners are failing to be “client-centric” and could fall foul of FCA rules, according to compliance consultant and former FCA exec Rory Percival.

The Personal Finance Society today reported that more than 1,100 advisers have signed up to the Pension Transfer Gold Standard in its first six months since launch.

Leading Financial Planning firm owner Sandy Robertson told planners at the CISI Financial Planning Conference that they could fight back against the consolidators who are acquiring large numbers of Financial Planning firms. 

AFH, the rapidly growing Financial Planning-focused wealth manager, is shifting its strategy to focus more on organic growth and less on acquisitions as it prepares for challenges in the wider economy.