Editor’s Comment: Financial Planning Survey points the way

We’ve just published the key findings from our annual Financial Planning Survey in the latest edition of Financial Planning Today magazine.

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Schroders and JUST confirmed as CISI Gold Supporters

The Chartered Institute for Securities & Investment (CISI) has unveiled Schroders and JUST as Gold Corporate Supporters.

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Dan Atkinson: Financial Planning is in its prime

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!

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Editor’s Comment: Paraplanning deserves better recognition

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).

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