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...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till