• 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

  • Investors lose £25m to 'screen sharing' scammers

    An FCA survey found that 47% of investors would not see a request to use software of an app to access their device as a red flag.

  • Investment Association launches lost assets tool

    Chris Cummings, CEO of the Investment Association, said a quick check can reunite consumers with long forgotten investments

  • FinCalc adds two-way integration with Iress Xplan

    FinCalc's website

  • Planner firm launches open banking-powered app

    The Academy of Life Planning is a global network of non-intermediating Financial Planners.

  • FNZ invests in ESG impact data firm

    FNZ's HQ

  • Fidelity launches AI-driven software for Planners

    Jackie Boylan, head of Fidelity Adviser Solutions

  • Evelyn adds tech specialist to board in digital push

    Kjersti Wiklund

  • SJP upgrades financial crime defence

    The addition of the financial crime AI-enhanced solution is the latest in a series of technology updates for SJP.

  • Planner adoption of new tech stalls

    Only 13% of financial advisers are planning on making technology changes in the next 12 months.

  • Letter of authority delays frustrate Planners

    he Langcat interviewed 40 Financial Planners and supplemented this with an online survey of 146 financial advice firms

  • Schroders Personal Wealth hires new CTO 

    Schroders Personal Wealth

  • EV adds automated MPS links to Financial Planning tool

    EVPro's modules

  • Embark enhances its adviser platform

    Jackie Leiper, Embark chief executive

  • Technology costs rise ahead of Consumer Duty

    Investment in technology is rising

  • FCA plans to regulate AI and big tech

    FCA HQ

  • Fintel acquires Competent Adviser

    Fintel's website

  • Verve Group launches back-office solution

    Cathi Harrison, chief executive of The Verve Group

  • Accountancy body adds referral platform for Planners

    ICAEW website

  • SIPP provider Alltrust launches white-label platform

    Alltrust's website

  • 2 in 3 investors would use AI for investment advice

    Investors in Europe and Asia were more receptive to the use of AI than those in the UK.

Page 4 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.