Simon Read

CISI appoints new President of Yorkshire branch    

The Chartered Institute for Securities & Investment (CISI) has appointed Hannah Daniel, Chartered MCSI, as the new President of the Yorkshire committee.

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LV= finalises shift to BlackRock as main asset manager

Investment, protection and retirement specialist LV= has completed its transition of asset management services to BlackRock from previous fund manager Columbia Threadneedle Investments.

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PFS launches course on SDR and anti-greenwashing

The Personal Finance Society has launched a new course designed to help Financial Planners and advisers adapt to social and regulatory expectations on sustainable investment.

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