CISI
Best Practice | 11 May 21
How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’
CISI unveils course on ethical finance jargon
‘There is more focus than ever before on sustainability, green investment and ESG considerations’
PEOPLE MOVES: AMP, Key Group, Quilter Cheviot
Aussie wealth manager makes CEO change, as financial solutions provider names CFO
Research firm partners with CISI to unveil advice access tool
Consumers will identify what type of financial planning they require according to their situation
Financial services education firm sold
Deal will bolster acquirer’s plans to increase its industry training offering