A cashflow modelling software firm created by a Chartered Financial Planner has struck a deal with a business offering support services for advisers.
A wealth management business has developed a way for clients to access key information about their investments through Amazon’s voice recognition device Echo.
The FCA is exploring the use of eye tracking technology as part of work to clamp down on misleading or harmful financial advertising for consumers.
Forty-six firms have so far signed up to provide free Financial Planning surgeries worth up to £500 to consumers.
Financial Planning Week 2017, the annual CISI campaign to promote the benefits of Financial Planning to consumers, has begun today.
A trio of Financial Planners have banded together under a new brand name.
A pensions dashboard prototype was unveiled today, as a 24 hour contest began between 20 developers to create the best design.
Life Planning guru George Kinder is aiming to teach Financial Planners how the military, Google and Apple have embraced mindfulness in the workplace and how it can boost client relationships.
Advisers will have to stump up at least £100m this financial year to fund the FSCS – with an extra bill possible later this year.
A Chartered Financial Planning firm is to increase its staff numbers by 50 per cent as it revealed about 250 people have applied for a role.