CISI 2019: 60% of clients will fire parents’ planner
- Monday, 30 September 2019
- Articles
Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.
Read more...CISI 2019: Financial Planning Conference opens
- Monday, 30 September 2019
- Articles
The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham.
Read more...CISI conference hears lessons from BSPS debacle
- Tuesday, 02 October 2018
- Articles
The CISI Annual Financial Planning Conference heard today from an expert panel that many lessons can be learned from the BSPS debacle and more must be done to stop a repeat.
Read more...CISI’s Lockie hails ‘amazing’ Financial Planning conference
- Tuesday, 02 October 2018
- Articles
CISI head of Financial Planning Jacqueline Lockie, described this year’s Annual Financial Planning Conference as “amazing”, as more than 450 people attended the two-day event in Birmingham yesterday and today - up on last year.
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