Editor’s Comment: A contrarian Financial Planner's wise words

Friday, 04 October 2019
Comment
Editor Kevin O'Donnell

It was good to get to the CISI 2019 Financial Planning Conference in Birmingham this week and meet some old faces - always one of the highlights of these events for me.

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CISI 2019: How to fight back against consolidators

Tuesday, 01 October 2019
Articles
Sandy Robertson at the CISI Financial Planning Conference

Leading Financial Planning firm owner Sandy Robertson told planners at the CISI Financial Planning Conference that they could fight back against the consolidators who are acquiring large numbers of Financial Planning firms. 

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