CISI 2019: How to fight back against consolidators
- Tuesday, 01 October 2019
- Articles
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 Planning Awards winners revealed
- Tuesday, 01 October 2019
- Articles
The CISI has revealed the winners of its Financial Planning Gala Awards 2019.
Read more...CISI 2019: Financial Planners have "extraordinary" gift
- Tuesday, 01 October 2019
- Articles
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
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.
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