Pledges to integrate financial planning after the merger of the Chartered Institute for Securities & Investment (CISI) with the Institute of Financial Planning (IFP) could fail at the first hurdle after branch programmes showed a lack of planning-led teaching, an adviser has warned.
Smart Financial's Steve Martin has voiced his disappointment at the first round of nationwide branch events planned following the merger, saying they are heavily focused on explaining products as opposed...
‘Important to have an anchor’
Lack of innovation for solutions
Some 2,000 consumers affected
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