15 June 2017

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Where should advisers start on new client data rules?

Financial services firms now have under a year before the General Data Protection Regulation comes into effect. The GDPR will impact the way firms gather, store and manage the personal data they hold. With the potential for significant fines and reputational damage in cases of non-compliance, no firm can afford to ignore this significant piece […]

CISI planning chief’s top recruiting tips

A lot of people have told me recently how hard they are finding it to recruit good quality staff. There are a number of things to think about when looking to recruit. Once you have identified the specific tasks you want doing and have written a job description, you will probably place an advert or contact […]