Preliminary figures from the CISI reveal that 130 Financial Planning offices offered free surgeries to the public during Financial Planning Week #FPWUK which took place last week. The annual CISI campaign to promote the benefits of Financial Planning to the nation was supported this year for the first time by the Personal Finance Society. The […]
This is the web version of Data Sheet, Fortune’s daily newsletter on the top tech news. To get it delivered daily to your in-box, sign up here. You don’t have to spend much time on Instagram admiring all your friends’ pretty pictures to realize it’s also one of the greatest shopping suggestion engines ever invented. My […]
Cheshire-based Equilibrium Financial Planning – which manages £1bn for clients – has committed to invest client money only in fund groups that meet ESG criteria. Environmental, Social, and Governance (ESG) criteria include a range of environmental and social responsibility commitments. As part of the move Equilibrium has become a signatory to the UN’s Principles […]
