Pledges to integrate financial planning after the merger of the Chartered Institute for Securities & Investment (CISI) with the Institute of Financial Planning (IFP) could fail at the first hurdle after branch programmes showed a lack of planning-led teaching, an adviser has warned.
Smart Financial's Steve Martin has voiced his disappointment at the first round of nationwide branch events planned following the merger, saying they are heavily focused on explaining products as opposed...
6.4% of over 80s saving for end of life needs
Two-day remote learning sessions
To prevent scams
Former CEO of Aviva Investors
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams