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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.
CISI 2019: Lockie hails 'professionalism' of delegates
Written by JamesThe 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.
Close Brothers Asset Management (CBAM) has appointed Matthew Spencer as head of business development and marketing.
CISI 2019: Members to vote on Chartered bye-law change
Written by JamesCISI members will be voting on whether to change bye-laws to mean the title ‘Chartered Fellow (Financial Planning)’ can be used.
Leading Financial Planning firm owner Sandy Robertson told planners at the CISI Financial Planning Conference that they could fight back against the consolidators who are acquiring large numbers of Financial Planning firms.
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CISI 2019: Financial Planning Awards winners revealed
Written by JamesThe CISI has revealed the winners of its Financial Planning Gala Awards 2019.
CISI 2019: Financial Planners have "extraordinary" gift
Written by JamesProfessor Deen Sanders, one of Australia's leading financial services experts, told this year CISI's Financial Planning Conference that planners had an "extraordinary" relationship with clients which often beat that of lawyers.
Financial Planning and retirement savings provider Punter Southall Aspire is to acquire the employee benefits arm of accountancy firm BDO.
CISI 2019: ‘Planners failing over client focus’ - Rory Percival
Written by JamesFinancial Planners are failing to be “client-centric” and could fall foul of FCA rules, according to compliance consultant and former FCA exec Rory Percival.