11th August 2015

IFP/CISI Merger: A marriage made in heaven?

Last week the board of the Institute of Financial Planning started a 4 week consultation with its members in view of its proposed merger with the Chartered Institute of Securities and Investments. The board will decide on the 4th of September.

Talking to financial planners, responses have been rather mixed, with some questioning why we even need a merger in the first place and if this is really a good thing for the financial planning profession.  At this stage, it’s probably worth mentioning that while I serve as the chair of the London branch and on membership committee, this post … More →

The post IFP/CISI Merger: A marriage made in heaven? appeared first on FinalytiQ.

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