Cailin Birch, global economist at The Economist Intelligence Unit, and Tom Richards, investment director at Canaccord Genuity, on the US election and its impact on the financial services sectorby Bethan Rees
A glimpse into this year's conference, as reported by FT Adviser and IFA Magazineby Bethan Rees
The CISI’s virtual Financial Planning Awards 2020 were held on Tuesday 13 October to conclude the first day of our first ever virtual Financial Planning Conference. Congratulations to all the winners!
UK-based CISI members can scare up several spooky bargains this season
5–11 October is a big week for financial planning globally, including the CISI’s Financial Planning Week, World Financial Planning Day, and World Investor Weekby Bethan Rees
Writing a financial plan using the client’s own words doesn’t always provide a defined picture of what the client wants and an actionable strategy, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning
Starting a conversation about mental health issues can help you and others get support where neededby Bethan Rees