The Chartered Institute for Securities & Investment (CISI), the professional body for Certified Financial Planners, has selected Rholo Mba Chartered FCSI as President of the CISI’s Jersey branch.

Over the past few years we’ve seen an enormous wave of M&A activity in the Financial Planning and Wealth Management sectors. It’s been largely unchecked - until now.

In just over four weeks Chancellor Rachel Reeves will set out her Budget plans and how she will tackle rising public spending and raise more revenue.

I was pleased to see this week that the Chartered Institute for Securities & Investments (CISI) has joined with other professional bodies in urging stronger governance on the ethical threats for financial professionals in using AI (Artificial Intelligence).