Financial planning will be 'protected and nurtured' following the merger of the Chartered Institute of Securities and Investment (CISI) and the Institute of Financial Planning (IFP), CISI non-executive director Richard Wastcoat has pledged, as he announced plans for an advertising spend to raise the new body's profile.
The first action of the merged body will be to spend money on advertising and promoting financial planning, CISI non-executive director Richard Wastcoat said. A pledge of £30,000 in investment will...
Three years at Wells Fargo
Effective from 9 December 2019
One firm with permission suspensions left
Continuing the Architas education series for clients.
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