Ahead of CISI's first financial planning conference this week, Tom Ellis assesses how the body's pre-merger pledges to protect the spirit of financial planning are faring
Today sees the start of the Chartered Institute for Securities and Investment (CISI) financial planning annual conference in Newport, Wales where, this time last year, former Institute of Financial Planning (IFP) president Alan Dick pledged the body would not lose its culture when it merged with the CISI. The CISI then dedicated £30,000 to make sure financial planning was "protected and nurtured" following the merger between the two organisations, which was finalised last November. Since then, a key development has been the twin appointments in April of former John Lamb adviser and D...
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