With Financial Planning Week taking place from 22 to 28 January, Professional Adviser explores what myths about the advice industry need to be ‘busted’…
This year, the Chartered Institute for Securities & Investment (CISI) has chosen busting myths around financial planning and encouraging conversation around finances as the themes for 2024 Financial Planning Week. Research conducted in 2023 by the CISI and the Financial Planning Standards Board showed that those seeing a financial planner/adviser report a better quality of life (70% advised vs 66% unadvised), financial confidence (79% advised vs 69% unadvised) and financial satisfaction (81% advised vs 76% unadvised). It also found that almost two in five of those seeing a financial p...
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