THE REVIEW

Financial planners wade into the difficult waters of defining advice as the Financial Conduct Authority strives to reform the understanding of financial advice, following the Financial Advice Market Review

CISI Chief Executive Simon Culhane, Chartered FCSI talks about the various challenges to finding a single way to define financial planning

A speech by Bank of England Chief Economist Andy Haldane revealed his concerns about the financial services sector

Following the successful expansion of the CISI into the Middle East, Matthew Cowan, Chartered MCSI is now sharing his experience with the CISI’s India and Sri Lanka country heads to further develop the Institute’s activities in South East Asia’s most promising markets – India and Sri Lanka

In light of the recent Panama Papers scandal, a two-part article explores how corporate social responsibility can be integrated properly, and asks: Can you ever be sure that you’re investing in an ethically sound venture?

A nationwide campaign has been launched to help improve the UK’s financial fitness by encouraging consumers to sign up for free financial advice sessions, available as part of CISI Financial Planning Week 6 June

Brett Davidson, Founder of FP Advance, explains what scope creep is and how to avoid it from happening in your firm

AIM turns 21 years old this year. It has seen many of its rivals fade away, and while it is undoubtedly a risky place to invest, companies and investors still seem keen

A loans scandal involving US industry giant Lending Club has rocked the peer-to-peer lending sector

The CISI’s Financial Planning Gala Awards will be held this year at the CISI Financial Planning Conference 2016 at Celtic Manor Resort, which runs from 3–5 October