Cailin Birch, global economist at The Economist Intelligence Unit, and Tom Richards, investment director at Canaccord Genuity, on the US election and its impact on the financial services sectorby Bethan Rees
Dee’s former colleague Gemma is choosing to not self-report a criminal offence to her employer and her professional body. Should Dee take matters into her own hands?
The Uncle Buck saga has proven once again that the principles of investment have not changed: risk versus reward still exists. We need a new levy system to ensure fairness
Peter Tomlinson and Rick Watson from the Association for Financial Markets in Europe (AFME) explain the ins and outs of the Securities Financing Transactions Regulationby Bethan Rees
With home working looking set to continue for many in the financial services sector, can mindfulness play a role in managing stress and boosting productivity?by Sophie Mackenzie
A glimpse into this year's conference, as reported by FT Adviser and IFA Magazineby Bethan Rees
The CISI’s virtual Financial Planning Awards 2020 were held on Tuesday 13 October to conclude the first day of our first ever virtual Financial Planning Conference. Congratulations to all the winners!
UK-based CISI members can scare up several spooky bargains this season
5–11 October is a big week for financial planning globally, including the CISI’s Financial Planning Week, World Financial Planning Day, and World Investor Weekby Bethan Rees
Writing a financial plan using the client’s own words doesn’t always provide a defined picture of what the client wants and an actionable strategy, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning
Starting a conversation about mental health issues can help you and others get support where neededby Bethan Rees
Congratulations to Pippa Oldfield, assistant manager at Mazars UK
Slowing things down, understanding yourself and practising mindfulness all contribute to becoming a more patient leaderby Bethan Rees