CISI
CISI names Daniel Ogier-Keltie as Guernsey branch president
He has over ten years of experience in the financial services sector
PEOPLE MOVES: GSB, CII, Lombard Odier
As professional body appoints two vice presidents, investment service hires head of portfolio management
People Moves: GSB, Evelyn Partners, CISI
Wealth manager hires managing partner as professional services firm appoints chief risk officer
Tough economic conditions taking toll on advice profession – NextWealth
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
75% of advised Brits have higher quality of life, report reveals
With almost one in two saying their mental health benefitted from financial planning