CISI

Financial planning | 26 Sep 24

The eighth annual World Financial Planning Day takes place on 9 October

Europe | 12 Aug 24

He has over ten years of experience in the financial services sector

Industry | 15 Dec 23

As professional body appoints two vice presidents, investment service hires head of portfolio management

Asia | 8 Dec 23

Wealth manager hires managing partner as professional services firm appoints chief risk officer

Companies | 10 Oct 23

Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’