CISI to hold Financial Planning Week from 27 January
“An opportunity for financial planners to give back”
CISI
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PEOPLE MOVES: AJ Bell, the CISI, Mirabaud AM, RLAM, Allfunds, Stonehage Fleming IM
The platform makes two appointments
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PEOPLE MOVES: Schroders, Morningstar, the CISI, Liontrust, Wesleyan
Peter Harrison to retire next year
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PEOPLE MOVES: GSB, CII, Lombard Odier
As professional body appoints two vice presidents, investment service hires head of portfolio management
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People Moves: GSB, Evelyn Partners, CISI
Wealth manager hires managing partner as professional services firm appoints chief risk officer
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Tough economic conditions taking toll on advice profession – NextWealth
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
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75% of advised Brits have higher quality of life, report reveals
With almost one in two saying their mental health benefitted from financial planning
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PEOPLE MOVES: Quintet PB, CISI, Nucleus
Private bank names COO, as professional body appoints director of global learning
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CISI partners with Anglia Ruskin University
To offer eligible students the option of sitting CISI exams during their course
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How can the advice industry improve public opinion of IFAs?
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
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Why wealth firms should make mental health a priority
‘No one should struggle alone with their mental health’
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How easy is it for advisers to switch professional bodies?
Recent PFS/CII controversy has left some assessing their options