Best Practice
IA Global Financial Services Awards 2025: Deadline for nominations is 7 March
Don’t miss out! The nominations deadline is fast approaching
Best Practice | 14 Feb 25
Global number of certified financial planners tops 230,000
Four territories saw double-digit growth rates in number of CFPs
Best Practice | 13 Feb 25
CISI awards two honorary fellowships
Honorary Fellowships are awarded annually by the CISI’s Board of Trustees
Best Practice | 5 Feb 25
Evelyn Partners is founding partner of Edinburgh Futures Institute financial services hub
Institute is a futures-focused space for learning, research, and innovation at University of Edinburgh
Best Practice | 27 Jan 25
Belmayne achieves CISI chartered firm status
Belmayne is a family-oriented financial planning firm based in Dronfield, England