Theresa May’s promised crackdown on financial advisers who help people dodge tax has prompted a message of reassurance from the CISI to clients of its members.

The CISI’s first ever Financial Planning conference went “better than expected”, as fears about “tension” arising from the IFP merger failed to materialise, a CISI chief says.

The CISI’s chief executive says he would not rule out the organisation changing its name in future to reflect Financial Planning’s importance following the IFP merger.

Financial Planners have been warned they could fall victim to various legal traps and pitfalls surrounding data protection if they start their own robo-adviser.