• Wanda Goldwag

    Profile: A duty of care

    Sep 3, 2019
    Wanda Goldwag, the newly appointed chair of the Financial Services Consumer Panel, explains how the panel works and highlights the biggest issues currently facing the sector
    by Bethan Rees 
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  • Pavis700

    My business: Financial planning, not financial selling

    Sep 2, 2019
    Quentin McCormick CFP™ Chartered FCSI, managing director at Pavis Financial Management, on the value of long-term financial planning and the importance of using the right tools
    by Jane Playdon
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  • iStock-97475793_700x385

    Playing by the PROD rules

    Aug 30, 2019
    In the next print edition, PROD rules come under the spotlight and Rory Percival, founder of Rory Percival Training and Consulting and former technical specialist at the FCA, gives his insight on what advisers need to act on. Here's a preview
    by Gill Wadsworth
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  • mainJuly19-700

    Insights Review by ICG: July 2019

    Aug 30, 2019
    The July 2019 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
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  • F1-700

    Teamwork makes a difference

    Aug 30, 2019
    Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, was inspired by how the Mercedes F1 team worked together at the Hungarian Grand Prix
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  • iStock-523735501_700x385-01

    In the news: Scotland’s digital economy

    Aug 30, 2019

    The introduction of 5G in Scotland could add £17bn to the country’s GDP, while a report by Tech Nation shines a light on Edinburgh as a hub for innovation and fundraising
    by Bethan Rees

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  • AdobeStock_216230968_700x385

    The science of sleep – and why it matters

    Aug 23, 2019

    Bad sleeping patterns can have detrimental effects on your mental and physical health. Improve your sleep cycle with some simple changes and reap the rewards at work
    by Bethan Rees

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  • compliance700

    Compliance officers' checklist

    Aug 21, 2019

    Richard Crannis MCSI, independent regulatory consultant, and Compliance Forum Committee member, provides a useful checklist for compliance officers to enable them to maintain a robust compliance function

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  • launch700

    Early investing pitfalls

    Aug 20, 2019
    The Woodford fund situation highlighted the need to look deeper under the bonnet when researching, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning
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  • linkedin700

    Social selling for wealth managers

    Aug 19, 2019
    In an article adapted from LinkedIn, Graham Aikin, founder and CEO, HNW Social Media Solutions, explains how the platform can be used to establish and develop relationships with prospects, clients and other business contacts
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  • iStock-641122846_700x385px

    In the news: Do ESG funds help or hinder sustainable development?

    Aug 16, 2019

    An expert questions the effects of environmental, social and governance funds on sustainable development
    by Bethan Rees 

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  • hilton_700

    First person: It's time to play fair

    Aug 15, 2019

    People, and therefore society, have an innate sense of fairness. For businesses to regain their trust, they need to start sharing this value
    by Anthony Hilton FCSI(Hon)

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  • paper-trail_700

    The end of the paper trail

    Aug 14, 2019
    Paper share certificates are to be phased out. What will this mean for the future of trade settlement and why do the holders of those certificates need to act now?
    by Richard Willsher 
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  • career-dev_inspire_700

    How to be an inspirational leader

    Aug 9, 2019

    Inspired employees can be far more productive. Here’s how to lift your team up
    by Sophie Huskisson

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  • dormant-funds_700

    Flatlining funds

    Aug 5, 2019
    Fund managers are swamping the market with funds, many of which end up as zombie and orphan funds. How can advisers move clients to better-managed funds?
    By Gill Wadsworth
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  • CISI-Airpods-Aug-2019700

    CISI Membership Privileges: Discounted sounds for summer

    Aug 2, 2019

    Members can benefit from 15% off AirPod earphones with a Wireless Charging Case until 31 August 2019

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