CISI

'Other countries are looking at the UK as the gold standard’

‘It needs to be done in a different and innovative way’

Advised women experience significant value compared to the unadvised

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

Contemporary and modern advisers can be a ‘pivotal force for change’

Paraplanners outline role of technology in their profession

Advisers address questions surrounding the role of technology in planning

Phil Bray highlights importance of leveraging referrals as a cornerstone of success

Oak Four, Santorini Financial Planning and Empower Partners named

Institute says the financial services sector is struggling to plug holes