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CISI 2019: How to fight back against consolidators

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. 


CISI 2019: Financial Planning Awards winners revealed

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


CISI 2019: Financial Planners have "extraordinary" gift

Professor Deen Sanders, one of Australia's leading financial services experts, told this year CISI's Financial Planning Conference that planners had an "extraordinary" relationship with clients which often beat that of lawyers.


CISI 2019: ‘Planners failing over client focus’ - Rory Percival

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.

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