Advice process

PFS president Sarah Lord on how introducing technology can benefit the client journey

How the CII wants to engage with you to ensure everything we do empowers you as a professional

As the PFS prepares for a return to face-to-face events, Matthew Connell reveals what the Society is currently working on, as well as an update on the FCA

PFS president Sarah Lord examines what the advice profession can learn from technology and consumer-facing brands

The CII Financial Assess training package tests your knowledge of key

Simon Read asks: what does the ongoing Woodford fund fallout mean for investment advice

Simoney Kyriakou explains the importance of keeping your social media within the regulator’s guidelines

In his final message as CEO, Keith Richards reflects on the progress of the financial advice profession

Chartered Financial Planner of the Year Robin Melley explains to Liz Booth how he assists clients in vulnerable circumstances

The CII Financial Assess training package tests your knowledge of key financial topics