CISI announces dates of Financial Planning Week 2024
- Monday, 04 December 2023
- Articles
The next Financial Planning Week, the CISI-backed, consumer-focused annual consumer campaign to spread awareness of good Financial Planning, will be held on 22-28 January.
Read more...CISI foundation boosts financial literacy charities
- Monday, 13 November 2023
- Articles
The CISI Future Foundation charity has given grants worth a total of £465,000 to seven UK financial literacy charities.
Read more...One in six adviser firms looking to sell
- Tuesday, 10 October 2023
- Articles
Turbulent economic conditions and the Consumer Duty challenges have hit confidence in the future of the advice profession with 16% - one in six - of firm owners looking to sell or exit the market in the next 18 months.
Read more...Editor’s Comment: Planners’ ‘secret sauce’ is revealed
- Friday, 06 October 2023
- Articles
Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.
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