CISI Compliance Podcast - Episode 3
In this episode of the CISI Compliance Podcast, Catherine Levy, Chair of the CISI Compliance Forum, sits down with Rob Gordon, Partner at RSM UK, and Mark Bailey, Associate Director at RSM UK, for an ...
5 Joulu 202542min
CISI Compliance Podcast - Episode 2
In this episode of the CISI Compliance Podcast, Catherine Levy, Chair of the CISI Compliance Forum, sits down with Rob Gordon, Partner at RSM UK, and Mark Bailey, Associate Director at RSM UK, for an ...
28 Marras 202541min
CISI Compliance Podcast - Episode 1
In this episode of the CISI Compliance Podcast, Catherine Levy, Chair of the CISI Compliance Forum, sits down with Rob Gordon, Partner at RSM UK, and Mark Bailey, Associate Director at RSM UK, for an ...
21 Marras 202538min
Preparing Your Business For Sale – The Broker’s Inside Tips
In this insightful episode, we’re joined by Louise Jeffreys, Managing Director of Gunner & Co, one of the UK’s leading M&A consultancies specialising in the financial planning and wealth management se...
27 Kesä 202547min
Black History Month 2023: Rising through our ‘glass ceiling’
There are still many people who are unaware of the array of opportunities available to them in the financial services sector, especially those who are underrepresented, including Black women. In this ...
27 Loka 202336min
Customer vulnerability - Regulatory and customer behavioural insights - Part 2
This event was provided by the CISI Compliance Forum with guest speakers Dr Christopher Fitch, Research Fellow at the Personal Finance Research Centre (University of Bristol), Vulnerability Lead at th...
7 Elo 202329min
Customer vulnerability - Regulatory and customer behavioural insights - Part 1
This event was provided by the CISI Compliance Forum with guest speakers Dr Christopher Fitch, Research Fellow at the Personal Finance Research Centre (University of Bristol), Vulnerability Lead at th...
7 Elo 202331min
