The Chartered Institute for Securities & Investment (CISI) has made it an "absolute priority" to transform branch meetings for its financial planning community, after a shaky start left some advisers concerned about the future of the organisation, the president of the former Institute of Financial Planning (IFP) has said.
Alan Dick (pictured), who is now chairman of the CISI IFP professional forum committee, said early teething problems took CISI a while to get started on its drive to promote financial planning but its...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till