First cohort achieves new CFP certification, CISI reveals

The Chartered Institute for Securities & Investment (CISI) has revealed the first cohort of successful achievers for its new CFP certification pathway.

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Financial Planning Standards Board reveals new chair

At its annual meeting in Zurich, Switzerland, last week, the Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner designation, selected Paul Grimes CFP to serve as the next FPSB Council chair. 

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Intelligent Office fintech gains prestigious accolade

Intelliflo's Intelligent Office management system has been awarded ‘Approved Associate System’ status, in relation to the ISO22222 standard and The Paraplanner Standard by Standards International.

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Women dislike financial risk taking, new research finds

Researchers from Cass Business School and the University of Bristol have discovered that women are more risk averse than men when it comes to financial risk taking.

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