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Trust is key when looking for a financial adviser, CISI finds
Trust is key when looking for the support of a financial planner, the Chartered Institute for Securities & Investment (CISI) has found.
United-kingdom
Financial-planning-week
Sally-plant
New-year
Uccisi
Chartered-institute-of-securities-and-investment
Research
Lack of female advisers yet women set to hold 60% of wealth in 2025
Women are to command 60% of UK wealth by 2025 yet there are only 16% of financial advisers are female, delegates heard.
Elena-stephenson
Institute-of-securities
Change-fest
Chartered-institute
Nextgen-planners
Financial-planner-life
Chartered-institute-of-securities-and-investment
Elena-stephenson
Emale-advisers
Nextgen-planners
Rise in IFA retirement a 'huge' opportunity for younger advisers
The increase in retiring IFAs means there is a “huge opportunity” for the next generation of advisers, delegates heard.
Sam-oakes
Institute-of-securities
Change-fest
Chartered-institute
Nextgen-planners
Financial-planner-life
Chartered-institute-of-securities-and-investment
Pam-oakes
Fa-retirement
Nextgen-planners
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