Spaces were said to be filling fast for Dynamic Planner’s Training Academies with some locations already full. 

The Personal Finance Society and the Financial Technology Research Centre are to jointly hold a new workshop for Financial Planners to highlight how the latest technology can help transform their businesses and boost service to clients.

The Chartered Institute for Securities & Investment (CISI) has appointed a new president for its East Anglia Committee. 

A development framework, created by St. James’s Place (SJP) to support its adviser back office teams, has gained accreditation by the Chartered Insurance Institute (CII).