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 Des 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 Nov 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 Nov 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 Jun 202547min
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 Aug 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 Aug 202331min
Mental health of young men in financial services
This podcast is a discussion about the role that Banter plays in a working environment particularly in the context of young men and their mental health. The moderator and panellists explore the concep...
27 Apr 202352min
