PA speaks to professionals at every level of the IFP membership to find out what they think about it merging with the CISI
‘Membership message was being lost’: Former IFP president Marlene Outrim’s verdict on CISI merger
Should advisers leave fund picking to DFMs?
The Institute of Financial Planning (IFP) is proposing to merge with the Chartered Institute of Securities and Investment (CISI) in a bid to accelerate the growth of financial planning in the UK.
The Money Advice Service (MAS) is helping to launch a £700,000 fund to trial ways children as young as three years old can be taught the tools and information they need to manage their money later in life.
The Money Advice Service (MAS) made a loss of £786,000 last year and has confirmed it will not return any capital to the industry.
Clients insisting on going against their adviser's recommendations should be asked to put their instructions in writing to show they are aware of the risks, a compliance officer at support services provider SimplyBiz has suggested.
Adviser network Intrinsic plans to take on 220 new advisers from the closure of rival network Sesame.