Professional bodies mark 9th World Financial Planning Day
Intense Life Desires The CISI and PFS are both celebrating World Financial Planning Day on social media Today...
Financial
Government shutdown could drain financial advisor optimism
Optimism among financial advisors about the overall economy and practice performance is up this month,...
Origin’s New ‘AI Financial Advisor’ Won’t Threaten Human Advisors (And More Of The Latest In Financial #AdvisorTech – October 2025)
Welcome to the October 2025 issue of the Latest News in Financial #AdvisorTech – where...
FSCS declares Kensington financial adviser as failed
FSCS website The Financial Services Compensation Scheme has declared London Court Ltd, trading as My...
CISI social media campaign for World Financial Planning Day
The CISI is to run a social media campaign for World Financial Planning Day next...
Weekend Reading For Financial Planners (October 4–5)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
M&A records offer opportunities for financial advisors, RIAs
Registered investment advisor M&A activity hit all new highs in the third quarter of 2025,...
Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy: #FASuccess Ep 457 With Larry Sprung
Welcome everyone! Welcome to the 457th episode of the Financial Advisor Success Podcast! My guest...
CISI charity arm provides £1m boost to financial literacy
CISI motto logo (historic) The CISI Future Foundation, the charity arm of the professional...
Weekend Reading For Financial Planners (September 27–28)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...