CISI
Best Practice | 14 Jun 23
How can the advice industry improve public opinion of IFAs?
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
Why wealth firms should make mental health a priority
‘No one should struggle alone with their mental health’
How easy is it for advisers to switch professional bodies?
Recent PFS/CII controversy has left some assessing their options
‘Godfather’ of UK financial planning dies
Paul Etheridge created the Institute of Financial Planning
Best Practice | 27 Sep 22
CISI and financial planning network roll out scholarship scheme
To support fresh talent joining the sector