With discussions ongoing about the merits of a merger between the IFP and CISI, a theme has emerged: Shouldn't members get to vote on such an important move?
A potential "union", as it has been called, between the Institute of Financial Planning (IFP) and the Chartered Institute for Securities and Investment (CISI) was announced earlier this month. The IFP declared it wished to scale up to further the cause and reach of financial planning, while the CISI said the deal would widen its members' options. Now IFP members have until 3 September to communicate their thoughts before the board reaches a verdict. Not everyone in the financial planning world is happy. Wealth managers - or ex-stockbrokers, as cheekily noted - are focused on investmen...
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