CISI 2019: How to fight back against consolidators
- Tuesday, 01 October 2019
- Articles
![Sandy Robertson at the CISI Financial Planning Conference](/media/k2/items/cache/b53842f16cdee1b5ae259178c4652fdc_Generic.jpg)
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.
Read more...CISI 2019: Financial Planners have "extraordinary" gift
- Tuesday, 01 October 2019
- Articles
![Prof Deen Sanders speaking at the CISI Financial Planning Conference](/media/k2/items/cache/e9fcb8acde61eb494aab6368cbb53892_Generic.jpg)
Professor 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.
Read more...CISI 2019: ‘Planners failing over client focus’ - Rory Percival
- Monday, 30 September 2019
- Articles
![Rory Percival addresses delegates at the CISI Financial Planning Conference this afternoon](/media/k2/items/cache/b7f58c7bb668032f15480e7cf5bfb6d0_Generic.jpg)
Financial Planners are failing to be “client-centric” and could fall foul of FCA rules, according to compliance consultant and former FCA exec Rory Percival.
Read more...CISI 2019: Financial Planning Conference opens
- Monday, 30 September 2019
- Articles
![Martin Ruskin addresses the CISI Financial Planning Conference](/media/k2/items/cache/b6951d989bcec6abf58319a73e823e30_Generic.jpg)
The CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham.
Read more...