Financial planning
Financial planning | 26 Sep 24
CISI joins Financial Planning Standards Board to mark World Financial Planning Day
The eighth annual World Financial Planning Day takes place on 9 October
Financial planning | 25 Sep 24
Governance is the top challenge for family offices, says global research study
The study covered more than 300 family office professionals managing a combined $155bn in assets
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25th Annual II Awards 2024 enters judging phase with readers votes set to go live tomorrow
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Best Practice | 19 Sep 24
CII: ‘Encouraging signs’ in Middle East for take-up of internationally recognised qualifications
The Chartered Insurance Institute launched its International Professional Partner Firm’s initiative (IPPF) just under two years ago