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...
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Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas