Articles

Thursday, 07 January 2021 09:03

CISI exams go online

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The Chartered Institute for Securities and Investment (CISI) has extended its remote exam testing sessions to all its UK and international students sitting level 3 and 4 MCQ exams.

Nearly 6 in 10 respondents (59%) to the FCA’s Coronavirus Financial Resilience Survey expect the pandemic to hit their income, with most expecting a drop of up to 25%.

Wednesday, 06 January 2021 16:51

Newton hires Aviva Investor’s ex-CEO as new head

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Newton Investment Management, part of BNY Mellon Investment Management, has appointed former Aviva Investors CEO Euan Munro as its new chief executive.

Wednesday, 06 January 2021 09:44

US wealth adviser buys Cheshire Financial Planner

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Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.

Wednesday, 06 January 2021 09:02

Only 1 in 3 advisers use cashflow tools with all clients

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Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.

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