CISI
Tough economic conditions taking toll on advice profession – NextWealth
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
75% of advised Brits have higher quality of life, report reveals
With almost one in two saying their mental health benefitted from financial planning
PEOPLE MOVES: Quintet PB, CISI, Nucleus
Private bank names COO, as professional body appoints director of global learning
Best Practice | 25 Aug 23
CISI partners with Anglia Ruskin University
To offer eligible students the option of sitting CISI exams during their course
Best Practice | 14 Jun 23
How can the advice industry improve public opinion of IFAs?
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
