Advisers Advisers Business CII strengthens leadership team with two new directorsBy Momodou Musa Touray The Chartered Insurance Institute (CII) has appointed two new executive directors to…
Advisers Advisers Business Four new members join Personal Finance Society POWER PanelBy Lois Vallely The Personal Finance Society (PFS) has announced that four new professionals have…
3 Regulation Advisers Business Regulation Ed Dymott: CII and PFS are no longer fit for purposeBy Ed Dymott Financial planning stands at a pivotal moment. The demand for our profession’s…
2 Regulation Advisers Regulation PFS: Advisers must act ahead of FCA on conflicts of interestBy Matthew Connell We all know that two of the Financial Conduct Authority’s big themes…
4 Business Advisers Business PFS members vote down two motions at AGMBy Lois Vallely Personal Finance Society members voted down two motions at the professional body’s…
7 Advisers Advisers Regulation Leader: The CII and the PFS are at it again. Will this feud ever end?By Lois Vallely This is just the latest chapter in the supposedly professional bodies’ tome…
1 Advisers Advisers Business PFS members urged to vote in upcoming AGMBy Lois Vallely Personal Finance Society (PFS) members have been urged to vote in next…
4 Business Advisers Business People moves PFS interim chief executive steps down ahead of AGMBy Lois Vallely The Personal Finance Society (PFS) has announced that its interim chief executive…
2 Advisers Advisers Business CII and PFS threaten disciplinary action over online harassmentBy Lois Vallely The Chartered Insurance Institute and the Personal Finance Society have threatened to…
2 Advisers Advisers Technology Only 6% of IFAs use AI to deliver services to clients, says reportBy Darius McQuaid Only 6% of independent financial advisers use any artificial intelligence (AI) tools…
1 Business Business Company news People moves PFS appoints first independent chairBy Lois Vallely The Personal Finance Society board has announced the appointment of Piers White…
3 Advisers Advisers PFS launches suitability report writing guide  By Momodou Musa Touray The Personal Finance Society (PFS) Paraplanning Panel has published a new guide…