Education
CISI expands global members with ACIFMA agreement
The two organisations now count 53,000 members around the world
Best Practice | 15 Apr 19
Wealth manager rolls out recruitment and training programmes
It hopes to attract talent to the north west, away from the London-centric industry
Best Practice | 10 Apr 19
Wealth manager rolls out financial education workplace scheme
The workshops are based around retirement and pensions but will have IHT elements soon
UK struggling under ‘epidemic’ of financial illiteracy
Technical terms about pensions keeping clients away
Clarion call for standardised adviser qualifications
There is ‘absolute need’ for having qualified advisers