Theresa May: Advisers helping dodge tax, we're after you

Theresa May’s promised crackdown on financial advisers who help people dodge tax has prompted a message of reassurance from the CISI to clients of its members.

Read more...

Financial Planning conference 'went better than expected'

The CISI’s first ever Financial Planning conference went “better than expected”, as fears about “tension” arising from the IFP merger failed to materialise, a CISI chief says.

Read more...

CISI name change: Chief exec 'wouldn't rule it out' in future

The CISI’s chief executive says he would not rule out the organisation changing its name in future to reflect Financial Planning’s importance following the IFP merger.

Read more...

Lawyer warns Financial Planners over robo risks

Financial Planners have been warned they could fall victim to various legal traps and pitfalls surrounding data protection if they start their own robo-adviser.

Read more...
FINANCIAL PLANNING JOBS - Save 10% with this code 
Reach 12,000+ potential candidates by advertising your vacancy with us. Set up an account and post your job in minutes. Big savings for advertising 2 or more vacancies.
2019 Special Offer: Save money - Use code 'FPJSaver10' on checkout to save. Click here for details:
jobs.financialplanningtoday.co.uk/