In recent months, there has been an increase in the number of wealth management firms achieving Chartered Institute for Securities and Investments (CISI) Chartered status.
thewealthnet spoke to two of these firms to find out why this accolade is so important to wealth managers.
CISI said its Chartered status is designed to demonstrate that a firm has met the eligibility criteria, namely that it is “operating at the highest levels of trustworthiness ...
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