Peter Montague, Chartered FCSI, CEO at Montage Wealth Management, set up the firm with the goal of helping clients achieve the freedom of financial independence
by Jane Playdon
How does our identity change when we retire? And what does this mean for paraplanners putting together a financial plan? Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, considers some recent research
The CISI’s Financial Planning Gala Awards were held on Monday 30 September 2019 at the Hilton Birmingham Metropole. Attendees donated around £5,500 to MQ Mental Health Research Charity. Congratulations to all the winners!
CERTIFIED FINANCIAL PLANNER™ professionals around the world may face different challenges depending on where they are. Amyr Rocha-Lima CFP™ MCSI draws together insights and views from global professionals
Everyone likes the idea of working for a good boss, but what does that actually mean and how can you succeed at managing teams?
by Steve Smethurst