SJP achieves 1000th Chartered Financial Planner

Wealth manager St James’s Place has seen 1,000 team members achieve Chartered Financial Planner status.

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CII to check Chartered firms' diversity from 2021

The Chartered Insurance Institute will check the effectiveness of diversity policies at Chartered Corporate firms from 2021 when the renew their status.

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CISI 2019: Members to vote on Chartered bye-law change

CISI members will be voting on whether to change bye-laws to mean the title ‘Chartered Fellow (Financial Planning)’ can be used.

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Chloe Moran: Advice gap – opportunity or disaster?

A report published by Octopus Group at the beginning of August, reported that “almost a third (29%) of financial advisers polled said they expect to retire within the next five years, rising to 6 in 10 (58%) within the next ten.” This is “equivalent to more than 15,000 financial advisers leaving the profession out of a current total of over 26,600.”

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