The Chartered Institute for Securities & Investment (CISI) has made it an "absolute priority" to transform branch meetings for its financial planning community, after a shaky start left some advisers concerned about the future of the organisation, the president of the former Institute of Financial Planning (IFP) has said.
Alan Dick (pictured), who is now chairman of the CISI IFP professional forum committee, said early teething problems took CISI a while to get started on its drive to promote financial planning but its...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
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
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