World Financial Planning Day, today, is an opportunity for the profession to “come together” and “raise awareness” of the value of planning.

HMRC has disciplined nearly more than 90 members staff for misuse of email systems, social media accounts and telecommunications devices over the last two financial years, according to official figures.

Trade association PIMFA, which represents 1,000 investment managers and financial advisers, has revealed the speakers due to address delegates at its annual summit later this month.

The CISI 2019 Financial Planning Conference has ended on a high with CISI head of Financial Planning Jacqueline Lockie CFP Chartered FCSI applauding delegates for their willingness to share their professionalism to improve advice to clients. 

Simon Culhane Chartered FCSI, chief executive of the CISI, pledged that the CFP was "100% committed" to growing Financial as one of the UK's fastest growing professions.

Close Brothers Asset Management (CBAM) has appointed Matthew Spencer as head of business development and marketing.

CISI members will be voting on whether to change bye-laws to mean the title ‘Chartered Fellow (Financial Planning)’ can be used.

The CISI has revealed the winners of its Financial Planning Gala Awards 2019.

Financial Planning and retirement savings provider Punter Southall Aspire is to acquire the employee benefits arm of accountancy firm BDO.

Financial Planners are failing to be “client-centric” and could fall foul of FCA rules, according to compliance consultant and former FCA exec Rory Percival.