‘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.


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”.


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.


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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