It is astonishing to think that investors who have been compensated by the Financial Services Compensation Scheme go on to lose some, or perhaps all, of their compensation money all over again with another dodgy firm. This unexpected ‘double disaster’ scenario was confirmed to me by FSCS chief executive Caroline Rainbird in an interview I […]
Keith Richards is to step down as chief executive of The Personal Finance Society (PFS), the professional body which runs the Chartered Financial Planner designation, on 30 June. Mr Richards was appointed as CEO in 2013 following the implementation of the Retail Distribution Review. It is not yet known what his next role, will be […]
The marketing plan in an insurance company business plan is the place to define what the brand is that your firm will try to create. Skills development becomes sharper still if activities are adapted for ‘conference’ calls connecting several people. Students planning to pursue licensure or certification in other states are responsible for determining whether, […]
