THE REVIEW

Advisers’ charges are simply too high for consumers with smaller assets, the CISI has told bosses leading a major review of the sector

The CISI raised concerns that the FCA could be sending “mixed messages that may devalue qualifications” if the Financial Advice Markets Review (FAMR) recommendations are implemented

Apprenticeships have evolved rapidly over the past few years. Representatives from two UK-based financial institutions give their take on the benefits that employing talented young apprentices brings

As financial services firms increasingly employ cloud-based technologies and the pool of financial talent within London becomes ever stretched, big names are moving operations out of the capital to regional cities and greener pastures 

The Accredited Financial Planning Firms^TM Conference takes place in London on Tuesday 14 and Wednesday 15 June

James Hammill, Director of Professional Apprenticeships and Financial Services at BPP Professional Education, talks about the value of apprenticeships, for both the apprentice and the employer

The CISI welcomes the publication of the Financial Advice Market Review (FAMR) recommendations

Pete Matthew CFP^TM Chartered MCSI tells financial planners how to build relationships in social media through unique content

The Hoare Nairne Scholarship bursary is available to one UK resident a year. It helps fund the successful candidate's study of the CISI's flagship premier qualification, the Chartered Wealth Manager Qualification

Equalisation policies in collective investment schemes can protect investors who leave the scheme before the dividend distribution date. No provision of equalisation policy can create a potential risk for investors leaving the fund. Gautam Joshi ACSI, who recently attained the CISI Investment Operations Certificate (level 3), talks about the advantages and disadvantages of equalisation policy