John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.
Wealth manager and Financial Planner Quilter has added co-branding to its adviser platform.
Financial Planning group Tavistock has seen an improvement in trading after last month reporting a loss of nearly £1m.
The Personal Finance Society has launched a Consumer Duty digital learning tool for Financial Planners.
Wealth manager Killik & Co has launched an actively-managed Gilt Saver Service.
Financial Planners are getting behind the seventh World Financial Planning Day which runs today (Weds 4 Oct).
The demand for Financial Planning is growing, according to a new report.
The LangCat has added a policy tracker to its regulation software for financial services firms.
Alasdair Walker CFP has won the prestigious Certified Financial Planner Professional of the Year award in the CISI Annual Financial Planning awards presented last night.
There has been a clamour of calls from the financial services sector this week for politicians to end the continuing uncertainty over the future of the state pension Triple Lock.