financial planning

Will CISI fall at first hurdle?

Graham Frost left Bestinvest in 2012

Restricted network Intrinsic Financial Planning has reported a loss after allowing for £1.7m to cover potential complaints about advice to clients to invest in unregulated collective investment schemes (UCIS).

You are costing your clients their retirement

The Institute of Financial Planning (IFP) had been facing a 'continual battle' between maintaining reserves and investing in swelling its ranks prior to its takeover by the Chartered Securities and Investment Institute (CISI), the body's new president...

Financial planning will be 'protected and nurtured' following the merger of the Chartered Institute of Securities and Investment (CISI) and the Institute of Financial Planning (IFP), CISI non-executive director Richard Wastcoat has pledged, as he announced...

The Financial Conduct Authority (FCA) wants to add an undergraduate degree in financial planning to its list of approved qualifications.

The Institute of Financial Planning (IFP) is to announce its decision on whether or not to merge with the Chartered Institute for Securities & Investment (CISI) on Monday 7 September, following a four-week consultation with members.

Will IFP-CISI merger damage financial planning?

Tilney Bestinvest, the investment and financial planning group, has hired four financial planners from across the UK to its expanding team, including a Personal Finance Society (PFS) Fellow.