financial planning

The Financial Conduct Authority (FCA) wants to add an undergraduate degree in financial planning to its list of approved qualifications.

The Institute of Financial Planning (IFP) is to announce its decision on whether or not to merge with the Chartered Institute for Securities & Investment (CISI) on Monday 7 September, following a four-week consultation with members.

Will IFP-CISI merger damage financial planning?

Tilney Bestinvest, the investment and financial planning group, has hired four financial planners from across the UK to its expanding team, including a Personal Finance Society (PFS) Fellow.

Here is our weekly heads-up on the stories that may have caught your clients' attention over the weekend...

CISI chief Simon Culhane on body's proposed merger with the IFP

A group campaigning against the merger of the Institute of Financial Planning (IFP) and Chartered Institute for Securities and Investment (CISI) has pulled out after discovering the IFP did not have enough money to continue going alone.

Investment and advice group Tilney Bestinvest has bought financial planning firm Webb Holton & Associates, fueling its countrywide expansion drive.

The Chartered Insurance Institute (CII) has removed the requirement to sit an exam on its senior management qualification for financial planners (AF6).

Intergerational financial planning stands between your future sucess and failure