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Making technology work for Financial Planners

Financial Planners are increasingly turning to technological solutions to help them better engage with clients or run their business more effectively.


CISI launches Chartered qualification in Cyprus

Cyprus based finance professionals are being offered the chance to study for the CISI’s Chartered Wealth Manager qualification.


CISI Chartered Wealth Manager Scholarship winner revealed

The CISI has announced the winner of its £2,500 Chartered Wealth Manager Scholarship for 2018.


Chartered Financial Planner and author Shute reveals client tips


Chartered Financial Planner, author and Chartered Wealth Manager, Warren Shute, has revealed his tips on gaining and keeping clients.

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