- Tuesday, 01 October 2019
CISI members will be voting on whether to change bye-laws to mean the title ‘Chartered Fellow (Financial Planning)’ can be used.Read more...
- Friday, 20 September 2019
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.”Read more...
- Monday, 09 September 2019
The CII has launched a new Inclusive Financial Planning Qualification, exclusive to St James’s Place partners and advisers.Read more...