Even before the Covid-19 crisis, the personal tax landscape was facing an overhaul. Now, that's almost guaranteed. Financial planners have a challenge and an opportunity ahead of them by Paul Bryant
CISI members around the world – have you volunteered your time to help those affected by Covid-19? We’re compiling a Review article of members’ stories
What's so controversial about mini-bonds? Paul Alexander, local partner in the Milan office of law firm White & Case, explains
Taking time off work is important to avoid burnout. By ditching technology and planning your exit and re-entry to work, you can take some of the strain awayby Bethan Rees
The European Commission is undergoing a series of important changes under the leadership of its new president, Ursula von der Leyen, including the European Green Deal. How will her agenda affect the financial services sector?by David Burrows
As chair of the Board of Directors (BoD) of the Financial Planning Standards Board (FPSB), Gerhardt Meyer CFP® has played a key role in setting global standards for the financial planning profession, but more work remains to be doneby Dan Atkinson
Making sure you have a distraction-free background and testing technology are crucial elements of a successful virtual interview by Bethan Rees
Precious metals and FTSE companies have seen their share price rise, while ESG companies have performed well, too by Bethan Rees
Financial planners and wealth managers often find themselves working with clients from complex family structures and there are some challenges that can arise from this by Ritchie Bann