Fixed Income in the News
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Great Expectations? – Brian Tora on the outlook for the UK economy
From flash crash to cash – as a hard Brexit now looks more likely, Brian Tora takes a look at what is…
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Standing Tall Together – CISI and IFP merger one year on
That’s the strapline used following last year’s merger between the Chartered Institute for Securities & Investments (CISI) and the Institute of Financial…
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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 the profession for the…
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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 worried that we would…
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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 is easy to overlook…
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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 Edgar as Head of…
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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 organisations came together –…
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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 bank has just started…
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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 result of the introduction…
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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 of people not having…
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