Julius Baer International gains CISI chartered firm status
Criteria for achieving this status includes at least 50% of staff in their core area must be individually chartered with CISI
Source: international-adviser.com
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PA360: The need for a financial plan 'has never been higher'
The need for a financial plan and advice has never been higher, delegates heard.
Source: professionaladviser.com
Julius Baer International gains CISI chartered firm status
Criteria for achieving this status includes at least 50% of staff in their core area must be individually chartered with CISI
Source: international-adviser.com
CISI launch mental health and addiction awareness training
Financial-services professionals are being offered the opportunity to learn how to boost their wellness, both personally and in the workplace. They can also sign up to receive free training to recognise, and seek help for, potentially addictive behaviour.
Source: moneymarketing.co.uk
CISI grants chartered status to first-ever international firm
The Chartered Institute for Securities and Investment (CISI) has awarded chartered status to Dubai-based wealth manager GSB Capital.
Source: moneymarketing.co.uk