THE REVIEW

Simon Bussy, Principal Consultant at Altus, explains what robo-advice is, and the future of financial planning with robo-advice

Ensuring a positive working relationship between you and your manager is a win-win situation. The simple tips listed here will help you, your manager and your team

This week, the UK’s Financial Ombudsman Service published revealing data about customers’ biggest gripes 

The dinner at the Beau Sejour Leisure Centre attracted 260 attendees from across the wealth management industry, who were entertained by guest speaker Miles Jupp, best known for his role as Archie in the TV show Balamory

The question ‘Bulletin boards – friend or foe?’ generated lively discussion at the recent CISI Corporate Finance Forum meeting

A new report has revealed that today’s younger workers will likely have to wait until they are 77, or even 85, to retire

With the paraplanner role gaining the increasing importance and recognition it rightly deserves, the CISI is excited to throw its weight behind supporting the professional development needs of this dynamic and rapidly growing group within the financial planning profession, writes Lydia Romero, CISI Global Director of Learning

Over 150 senior members of the financial services industry attended the CISI's inaugural United Arab Emirates Gala Dinner and Awards Ceremony at the British Embassy in Dubai

The failure of circuit breakers to halt slides on the Chinese markets in January has raised doubts about the effectiveness of such trading curbs. But are there any better alternatives?