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News, insight & analysis

  • mind-map_70

    Ask the experts: Mind maps

    Chesterton House Financial Planning’s Andy Jervis CFPTM Chartered MCSI and Pinnacle Advisory Group’s Michael Kitces explain how mind mapping can help financial planning and advice professionals to effectively manage information, as well as improve client relationships
    by Rosalie Starling
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  • sme_700

    Word on the web: A welcome boost for SMEs

    Initiatives across governments, stock markets and the banking sector are helping small and medium-sized enterprises to secure financing and improve business prospects
    by Rosalie Starling
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  • older-workers_700

    Age aware

    Financial services companies have a poor record when it comes to employing older workers, with many jobseekers struggling to find work. Is your firm a culprit? Dominic Dudley explores the key issues
    Read more
  • Campbell retires700

    New head of financial planning at the CISI

    The CISI head of financial planning, Campbell Edgar CFPTM Chartered FCSI, will be retiring in October 2017, but will continue to be involved in some CISI financial planning technical projects

    Read more

CISI Quick Surveys

Saudi Aramco is proposing to list 5% of the company (worth a purported £2tn) on the London Stock Exchange. The FCA is considering making it easier for sovereign owned companies looking to list on the LSE, removing some governance requirements for state controlled companies. What do you think of these proposals:


How do you feel about the UK’s economic prospects now, compared with six months ago?

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