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CISI confirms Financial Planning Week for January 2024

The Chartered Institute for Securities & Investment (CISI) has revealed that Financial Planning Week 2024 will take place from 22 to 28 January. ....

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Better education of advice sector can help drive recruitment

Advisers are struggling to recruit more talent in the industry due to a lack of education of the profession. ....

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Meet the ESG Investment Influencers: Jane Bransgrove of Charles Stanley

In the latest in the ESG Influencers series, Elliot Gulliver-Needham speaks to Jane Bransgrove, director of asset management at Charles Stanley. ....

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Planners facing difficult clients encouraged to be clear with expectations

Planners need to communicate their clear expectations to clients if they want to mitigate against ‘challenging conversations’ that are likely to arise, according to Dimensional Fund Advisors (DFA). ....

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How one small firm swapped recruitment for an in-house talent pool

A clear action plan on how grassroots talent can be brought into planning firms and retained is key for firms looking to grow sustainability outside traditional recruitment norms, Wealth Matters says. ....

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