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Standing tall together – Steve Martin, CEO of Smart Financial Planning and CISI member
“The purpose of the IFP was all about increasing the profile of financial planning and also about growing…
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Standing tall together – Marlene Outrim, Managing Director of Uniq Family Wealth, and member of the former CISI accredited firms’ committee
“There was a mixed response from the membership as news about the merger emerged last year. Many were…
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Standing tall together – Phil Billingham, Director, Perceptive Financial Planning and CISI member.
“Whilst it is fair to say the first year of the merger has been one of transition, it…
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Standing tall together – Jacqueline Lockie, Deputy Head of Financial Planning, CISI
“It has been a very active year since the merger”, says Lockie. “Prior to the arrival of Campbell…
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Standing tall together – Ian S. Howe, Managing Director of Baigrie Davies and chair of the CISI IFP Forum Committee
“Like any merger, I believe that at the start there were cultural uncertainties as these two very different…
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UK wealth management sector faces seven key issues
Seven key issues face the UK’s wealth management sector in 2017 says Cantor Fitzgerald Europe (CFE). The investment…
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IFAs ready to review their business models
Most IFAs believe that they will have to review their business models to become more efficient as a…
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Growing threat of people not having enough life insurance and critical illness cover
The findings from new research suggest that the majority of IFAs think that there is a growing threat…
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Bonetti appointed Head of Development at Hargreaves Lansdown
Matt Bonetti has been appointed Head of Development of Hargreaves Lansdown’s IT division. He will be responsible for…
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David Cowell: “Theresa May had to wait…”
Singing for one’s supper took on a different meaning last night as Theresa May had to wait until…
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