CISI members will be voting on whether to change bye-laws to mean the title ‘Chartered Fellow (Financial Planning)’ can be used.

The CISI has revealed the winners of its Financial Planning Gala Awards 2019.

Financial Planning and retirement savings provider Punter Southall Aspire is to acquire the employee benefits arm of accountancy firm BDO.

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.

The Personal Finance Society today reported that more than 1,100 advisers have signed up to the Pension Transfer Gold Standard in its first six months since launch.

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. 

AFH, the rapidly growing Financial Planning-focused wealth manager, is shifting its strategy to focus more on organic growth and less on acquisitions as it prepares for challenges in the wider economy.

Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.

The FCA has published new rules to tighten up the use of illiquid funds in some open-ended funds.

The Financial Conduct Authority has today fined The Prudential Assurance Company Limited £23.875m for failures related to non-advised sales of annuities.