Schroders and JUST confirmed as CISI Gold Supporters
- Wednesday, 10 July 2019
- Articles
The Chartered Institute for Securities & Investment (CISI) has unveiled Schroders and JUST as Gold Corporate Supporters.
Read more...Dan Atkinson: Financial Planning is in its prime
- Monday, 01 July 2019
- Comment
As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!
Read more...Editor’s Comment: Paraplanning deserves better recognition
- Friday, 21 June 2019
- Comment
This week I attended the CISI Paraplanning Conference #paraconf19 held in the swish surroundings of the Crowne Plaza Hotel in Stratford-Upon-Avon (don’t worry I’m not about to fill this column with Shakespearean puns).
Read more...Paraplanner panel discusses capacity for loss
- Tuesday, 18 June 2019
- Articles
A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.
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