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Published 3 days ago • loading... • Updated 3 days ago

Exclusive: Advisers risk losing clients due to outdated Chartered listings

Summary by Money Marketing

Financial planning firms are in danger of losing clients and referrals due to outdated listings on the Chartered firm directory, a recent review has shown. The review by The Yardstick Agency examined 548 entries on the Chartered firm directory run by the Chartered Insurance Institute (CII).

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Money Marketing

Exclusive: Advisers risk losing clients due to outdated Chartered listings

Financial planning firms are in danger of losing clients and referrals due to outdated listings on the Chartered firm directory, a recent review has shown. The review by The Yardstick Agency examined 548 entries on the Chartered firm directory run by the Chartered Insurance Institute (CII).

3 days ago

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Money Marketing broke the news in 3 days ago on Wednesday, July 2, 2025.

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