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CISI Develops Pathway for ESG Investing

CISI Develops Pathway for ESG Investing
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United kingdomJohn osuohaHelena wilsonIjeoma onwuMember forumGlobal business developmentInstitute for securities investmentChartered instituteResponsible investmentsGreen financeArtificial intelligenceContinuing professional developmentAssistant directorCountry representative

CISI develops pathway for sustainable green, climate finance

CISI develops pathway for sustainable green, climate finance
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United kingdomPeter egwuatuIjeoma onwuInstitute for securities investmentChartered instituteArtificial intelligenceContinuing professional development

Tough economic conditions taking toll on advice profession – NextWealth

The difficult economic environment is having a negative impact on the financial advice profession, according to the 2023 NextWealth survey

Heather hopkinsInstitute for securities investmentFinancial advice associationNextwealth financial advice business benchmarksChartered institutePersonal investment managementConsumer dutySally plantLiz field

Improved financial well-being key in easing stress across generations: FPSB global study

Improved financial well-being key in easing stress across generations: FPSB global study
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United kingdomInstitute for securities investmentInternational organisation of securities commissionsWorld financial planning dayFinancial planning standards boardCertified financial planningInternational organisationSecurities commissionsWorld investor weekChartered institute

Advisers say they need an emotional connection to their clients

Advisers say that an “emotional connection” with their clients in order to conduct successful planning meetings.

Sarah elsonDavid lambDavid gowInstitute for securities investmentChartered institutePlanning conferenceLamb financialDavid gowSarah elsonErry amp oakLamb financial