Research showing that Financial Planning can play a key role in reducing financial stress and worries for clients will be published to mark this year’s World Financial Planning Day on 4 October.

The CISI and NextGen Planners are holding a series of Changefest events this autumn to encourage more young people to consider Financial Planning and fintech careers.

Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.

Broadcaster, mathematician and author Hannah Fry has been unveiled as the keynote motivational speaker at this year’s CISI Paraplanner Conference.