With World Financial Planning Day kicking off Financial Planning Week on 3 October, advisers still have time to get involved to promote the profession to the public, the CISI has said.
The consumer-focused day is part of Financial Planning Week, taking place from 3 to 10 October. The Chartered Institute for Securities & Investment (CISI) and the Financial Standards Planning Board...
Creates £11bn asset management business
And more competition
Launched November 2018
£15m group claim