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Wednesday, 11 May 2016 14:35
A survey for the Chartered Institute for Securities & Investment has found that a majority of financial services practitioners have indicated that Brexit would be bad for their clients.The CISI,
Tuesday, 05 April 2016 15:00
CISI chief executive Simon Culhane Chartered FCSI has warned that a lack of a central register to check who is an authorised adviser is damaging consumers and consumer confidence.The CISI says that
Friday, 18 March 2016 12:46
The CISI has raised concerns that the FCA could be sending “mixed messages that may devalue qualifications” if recommendations from the FAMR are implemented.The professional body has suggested the
Friday, 18 March 2016 12:44
New pension investments were up by 110.4% in 2015, rising to £13.6 billion from £6.5 billion in 2014, according to new figures.The analysis, which exclude transfers, has been published by
Wednesday, 16 March 2016 16:00
The new Lifetime ISA could be used for “other specific life events” apart from buying a first home and for retirement.The creation of the new savings vehicle was among the most eye catching from
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Latest News
A survey for the Chartered Institute for Securities & Investment has found that a majority of financial services practitioners have indicated that Brexit would be bad for their clients.
CISI chief executive Simon Culhane Chartered FCSI has warned that a lack of a central register to check who is an authorised adviser is damaging consumers and consumer confidence.
While pensions may never have been heading the list of topics at dinner parties, the 2014 Budget created an almost trendy new image for retirement income.
Friend or foe? Threat or ally? What will so-called robo- advisers do for the future of the advisory market?
Anthony Villis, CFPTM Chartered MCSI, managing partner of First Wealth, talks to Financial Planner about his award-winning firm and how he is building a ‘gold mine’ of Financial Planning talent.
It may sound like something dreamt up for a Hollywood film but for one client of planners Mike Deverell CFPTM Chartered MCSI and Andy Baker at Equilibrium Asset Management, a huge inheritance from a distant relative abroad was a reality.
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