• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Sanlam launches free virtual Financial Planning consultations

    Sanlam website
  • SIPP providers need to invest in tech say Planners

  • Financial Planners' Covid-19 tech revolution

    Faster, smarter, better
  • Fintech launches 'high speed' drawdown tool

    Sam Handfield Jones, co-head at Seccl
  • Consumers wary of robo-advice says Quilter

    Quilter Financial Planning website
  • Selectapension acquired by Canadian software group

    Andy McCabe, managing director of Selectapension
  • GBST platform assets hit £150bn

    GBST was the target of a takeover by rival platform engine provider FNZ, but the Competition and Markets Authority ordered FNZ to sell its rival in November
  • Parmenion launches management info dashboard

    Parmenion's website
  • FinCalc integrates with Intelligent Office

    Intelligent Office's login page
  • New Financial Planning technology here to stay - survey

    VitalityInvest's website
  • Younger Planners driving tech change

    Financial Planners under 45 are driving technology adoption for their firms
  • Hybrid models the future of Financial Planning – report

    The report from Altus Consulting and Ignition said advice delivery could be up to 80% faster for firms that adopt a hybrid advice model
  • iPensions partners with Rackspace for tech upgrade

    iPensions rebranded from Momentum Pensions last year
  • FCA says data-led strategy will bring 'profound' change

    Jessica Rusu, chief data information and intelligence office at the FCA
  • SJP adds virtual reality training for advisers

    SJP said the use of VR has reduced the need to sole classroom learning, making Financial Planning training more accessible.
  • FNZ acquires Appway to boost client onboarding

    Adrian Durham, CEO of FNZ
  • FinoComp founder to step down

    Ray Tubman
  • Planners lack tech skills says NextWealth

    Barriers to technology adoption by Financial Planners according to NextWealth
  • Defaqto adds fund analysis tools to Engage

    Defaqto Engage
  • 7 in 10 advice firms have increased tech spend

    FE fundinfo surveyed 200 UK-based financial advisers in November and December.

Page 3 of 5

  • Prev
  • 1
  • 2
  • 3
  • 4
  • 5
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.