CISI launches alliance to help ‘unlock’ pension investment
Intense Life Desires L-R: CISI CEO Tracy Vegro, Lord Mayor of the City of London Alastair King FCSI...
Expense Tracking
The highs and lows of having pro athletes as clients
Sheldon Day knows better than most the pressures professional athletes can face in their financial...
2 arrested as 7 crypto ATMs seized
FCA’s Therese Chambers Two individuals have been arrested on suspicion of money laundering and...
FINRA bars problem-plagued ex-Stifel broker
FINRA has barred an ex-Stifel broker who has cost his former employer well over $100...
Global CFP Professional numbers up 3.1% to top 230,000
CFP Profesionals: Global Growth Numbers. Source: FPSB The global number of Certified Financial Planners has...
J.D. Power’s 2025 financial advisor satisfaction rankings
One of the most closely watched report cards in the fight to recruit and retain...
CPI spikes up to 3.6% – highest level since January 2024
Rising food and transport prices pushed up CPI inflation unexpectedly in June to 3.6%,...
CFP Board picks Ph.D. advisor as 2026 chair-elect
It won’t take effect for another 18 months, but the CFP Board already has its...
Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning
After years of anxiety over the scheduled sunset of the Tax Cuts and Jobs Act...
Consumer Duty Alliance welcomes FCA review
Consumer Duty Alliance CEO Keith Richards The Consumer Duty Alliance, the not-for-profit professional body supporting...