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CISI 2019: 60% of clients will fire parents’ planner

Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.

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CISI 2019: Financial Planning Conference opens

The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham. 

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CISI conference hears lessons from BSPS debacle

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.

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CISI’s Lockie hails ‘amazing’ Financial Planning conference

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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