Financial planning
Financial planning | 18 Nov 24
Over half of millennials with wealth over £25m say their family has no philanthropic arm
69% of young heirs surveyed aged 18-40 are happy about stepping into leadership roles within the family business
CISI unveils Financial Planning Week 2025 as ‘opportunity to give back’
It will take place between 27 January and 2 February next year
Financial planning | 15 Nov 24
St. James’s Place ‘welcomes’ next phase of the Advice Guidance Boundary Review
Targeted Support should provide a framework that enables consumers to make better-informed decisions
CII names seven new chartered corporate adviser firms
Chartered status is a symbol of technical competence
Financial planning | 6 Nov 24
Kinrock becomes UK’s ‘largest’ independent provider of digital CPD services to FS sector
This acquisition follows Kinrock’s previous integrations of CPD and e-learning providers