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Chartered Institute for Securities & Investment

CISI confirms Financial Planning Week for January 2024

Your profession

CISI confirms Financial Planning Week for January 2024

The 2024 UK Financial Planning Week will be from 22-28 January

clock 04 December 2023 • 2 min read
Better education of advice sector can help drive recruitment

Your profession

Better education of advice sector can help drive recruitment

Lack of education around financial advisory leads to difficulties in hiring

clock 11 May 2023 • 2 min read
ESG Investment Influencers: Jane Bransgrove of Charles Stanley

Green

ESG Investment Influencers: Jane Bransgrove of Charles Stanley

The latest from Professional Adviser's sister title Investment Week

clock 02 November 2022 • 1 min read
Planners facing difficult clients encouraged to be clear with expectations

Adviser tips

Planners facing difficult clients encouraged to be clear with expectations

A break down on how challenging client conversations can be met

clock 07 October 2022 • 3 min read
How one small firm swapped recruitment for an in-house talent pool

Your Business

How one small firm swapped recruitment for an in-house talent pool

Wealth Matters outlines its in-house talent development strategy

clock 06 October 2022 • 3 min read
Motivate yourself before motivating clients, advisers told

Your profession

Motivate yourself before motivating clients, advisers told

Call for planners and advisers to focus on internal change and improvement

clock 06 October 2022 • 2 min read
Matthew Hull named president of CISI South Coast

People

Matthew Hull named president of CISI South Coast

Replaces Abby Johnson

clock 11 April 2022 • 1 min read
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