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.

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 CISI's annual Financial Planning Conference – one of the biggest events in the Financial Planning calendar – opened today in Birmingham. 

Becky Jones, who works for investment provider BNY Mellon, has been appointed as the youngest ever President of the Chartered Institute for Securities & Investment Manchester and North West District Branch.