The CISI Liverpool, Chester and North Wales branch has a new president.
A Financial Planning firm’s founder has hit out at “grossly inflated claims and scaremongering” in the EU referendum debate but warned Financial Planners may be facing “a huge headache” if Britain votes to leave.
A Financial Planner will walk the equivalent of two-and-a-half marathons in a single day, inspired by a friend who suffers from blindness.
Financial Planning will be thrown into the national spotlight from today (Monday 6 June) as a seven-day consumer campaign begins.
Firms must embrace technology at a much faster rate if financial advice is to become affordable, the founder of a new online Financial Planning firm says.
The Personal Finance Society has revamped its annual awards to focus on “the importance and influence of personal finance journalism”.
The Money Advice Service is offering £7m to organisations around the country in a bid to learn more about improving people’s ability to manage money better on a day to day basis.
A Chartered Financial Planning group has agreed a deal to take an initial minority stake in a Lancashire Financial Planning business.
A report has indicated that it takes seven weeks to fill a vacancy in the financial services sector on average.
Firms looking at building robo-advice services can start applying to a new FCA unit to receive the regulator’s guidance on development.