The Chartered Institute for Securities & Investment has revealed details of its keynote speakers due to take to the stage at this year’s 2018 CISI Financial Planning Conference on 1 – 2 October.

The Channel Island of Guernsey has claimed the launch of the world’s first regulated green fund product.

Research into the impact on retirees of the Pension Freedoms has found that over half (54%) of advised retirees now rank flexibility as a key priority.

Tributes have flooded in for popular PFS PR manager David Booth who died suddenly recently of a heart attack.

Beaufort Financial, the growing Financial Planning and wealth management business, has revealed that Alchemy Advisory Services will join the group and rebrand as Beaufort Financial (St Asaph & Chester).

Financial advisers are using social media as their main marketing tool, according to a study for adviser support company Intelliflo.

Many Paraplanner Powwows have been planned all over the UK in the coming months as the ‘unconference’ training seminars for Paraplanners gear up for a busy period.

The Investment Association’s monthly statistics of UK investor behaviour in May 2018 showed outflows from UK equity funds reached £1.2bn in May.

Personal Finance Society staff and the wider profession have been shocked and saddened by the sudden death of the organisation’s popular PR manager David Booth.

Financial Planning and retirement advice firm LEBC has called for the creation off a new ‘cooling off’ period on pension withdrawals under Pension Freedoms.