Brewin and Barclays Wealth execs join CISI board
- Friday, 16 October 2020
- Articles
![New independent director Jane Valls](/media/k2/items/cache/387a0e5c4684fa60b0ea3d9b18333958_Generic.jpg)
The CISI has appointed four new board members including executives from Brewin Dolphin, Barclays Wealth and Rathbone.
Read more...Revealed: CISI 2020 Financial Planning Awards winners
- Tuesday, 13 October 2020
- Articles
![CISI Financial Planning Awards taking place virtually](/media/k2/items/cache/f1fa8f2f32a6593a52e3f2aee59dc765_Generic.jpg)
The Chartered Institute for Securities & Investment has today revealed the winners of its sought-after annual Financial Planning Awards.
Read more...Hundreds of Planners backed Financial Planning Week
- Tuesday, 13 October 2020
- Articles
![Video calling was widely used during Financial Planning Week (picture posed by model)](/media/k2/items/cache/2a28aebc1200566778a4366dd1286083_Generic.jpg)
Preliminary figures from the CISI reveal that 130 Financial Planning offices offered free surgeries to the public during Financial Planning Week #FPWUK which took place last week.
Read more...Call for Financial Planning bodies to work together
- Monday, 12 October 2020
- Articles
![Chartered Body Alliance](/media/k2/items/cache/e7a79b34378f0de5651d0b2bea9ffaa4_Generic.jpg)
The new chair of the CISI’s influential Financial Planning Forum Amyr Rocha-Lima has said he would personally “love to see” more collaboration between rival Financial Planning Professional bodies.
Read more...