‘Grumpy’ planners told: ‘You’ve got to dance with us’

Any Financial Planning members of the CISI acting like “Mr Grumpy’ have been urged to give the organisation a chance, as a the first year anniversary of the merger with the IFP draws near.

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Make ethics 'part of the DNA', Financial Planners told

Firms need to introduce training and support to staff to ensure that their code of ethics is “part of the DNA”.

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Live: CISI Financial Planning conference 2016

Day 2 of the biggest Financial Planning event of the year is getting underway this morning and you can follow live coverage of the event right here.

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James Bond adviser on changing client views on risk

Financial Planners will get a unique perspective on how to change clients’ perception of risk this week from an ex-professional Poker star, who has rubbed shoulders with some of Hollywood’s top talent.

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