financial planning

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.

Here is our weekly heads-up on the stories that may have caught your clients' attention over the weekend...

CISI chief Simon Culhane on body's proposed merger with the IFP

A group campaigning against the merger of the Institute of Financial Planning (IFP) and Chartered Institute for Securities and Investment (CISI) has pulled out after discovering the IFP did not have enough money to continue going alone.