The CII and PFS are opening a new office in Dubai to cover the Middle East and Africa in response to “growing demand from the region for the raising of professional standards.”

Two firms of Chartered Financial Planners in East Anglia - Smith & Pinching and Almary Green - are to merge, creating a business with 125 staff.

A panel of expert Financial Planners answered questions posed by mystery delegates at the CISI Annual Financial Planning Conference in Birmingham this afternoon.

FCA chairman Charles Randell has warned that the regulator will resist any calls for excessive financial de-regulation as Brexit looms and memories of the last financial crisis in 2008 fade.

The CISI Annual Financial Planning Conference heard today from an expert panel that many lessons can be learned from the BSPS debacle and more must be done to stop a repeat.

CISI head of Financial Planning Jacqueline Lockie, described this year’s Annual Financial Planning Conference as “amazing”, as more than 450 people attended the two-day event in Birmingham yesterday and today - up on last year.

The Chartered Institute for Securities & Investment revealed the winners of its 2018 Financial Planning Awards at its Annual Financial Planning Conference Gala Dinner on Monday evening (1 Oct).

National IFA group AFH has today revealed it is to buy a financial services firm for more than £7m.

The CISI's annual Financial Planning Conference - one of the biggest events in the Financial Planning calendar - opened today in Birmingham with more than 300 attendees taking part. 

Financial advisers need to place a higher priority on the 'financial wellness' of clients and potential clients to ensure fewer people are left behind financially, Susie Logan, brand and marketing director of Standard Life told 300 delegates at the CISI Annual Financial Planning Conference today