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Thousands set to attend annual planner conferences

Over the next 10 weeks more than 2,000 Financial Planners, Paraplanners and Wealth Managers will be attending the annual conferences of the two main professional bodies for planners, the Personal Finance Society and the Chartered Institute for Securities & Investment.

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Quantum Advisory hires new principal consultant

Pensions and employee benefit consultancy Quantum Advisory has appointed industry veteran and Financial Planning-qualified Julian Fox as a principal consultant, writes Cormac Sibley.

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New CISI president to ‘extend voice of Financial Planners’

The Chartered Institute for Securities & Investment (CISI) has appointed of a new president for its Birmingham committee, who hopes to give Financial Planners a stronger voice.

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Tilney boosts Midlands office with new hire 

Wealth manager and Financial Planning firm Tilney has recruited Chris Moore from Smith & Williamson as an associate investment director.

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