CISI appoints new Manchester President
- Tuesday, 15 November 2022
- Articles
Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.
Read more...Amyr Rocha Lima: Protecting clients from themselves
- Friday, 18 November 2022
- Articles
In this exclusive Guest Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, looks at how behavioural finance principles can be used in planning.
Read more...Only 1 in 4 Planners consider PFS performing well
- Thursday, 17 November 2022
- Articles
Only one in four (26%) of Financial Planners think that the Personal Finance Society (PFS) is performing well for the profession, according to our latest Financial Planning profession reader survey.
Read more...Leicestershire firm joins Accredited Firm ranks
- Thursday, 13 October 2022
- Articles
Leicestershire-based Financial Planner Handford Aitkenhead & Walker has become the latest business to achieve prestigious CISI Accredited Financial Planning Firm status.
Read more...