Professional bodies back Green Finance Education Charter

Professional bodies have backed a charter to increase the amount of 'green finance' professional education for planners and professionals.


Wealth Matters acquires Herts IFA's clients

CISI Accredited Financial Planning firm Wealth Matters has acquired the clients of Hertfordshire IFA Poptani Financial Solutions.


CISI Ireland appoints new President

The Chartered Institute for Securities & Investment has appointed Eugene Kiernan FCSI as the new President of the CISI National Advisory Council for Ireland.


Jacqueline Lockie: How pandemic might change clients

Each week that goes by we learn more about ourselves as individuals and society.  So far I’ve learned that I’m glad to be at home with my family and we get on well! 

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