• 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
  • 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.

    Investors lose £25m to 'screen sharing' scammers

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

    Investment Association launches lost assets tool

  • FinCalc's website

    FinCalc adds two-way integration with Iress Xplan

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

    Planner firm launches open banking-powered app

  • FNZ's HQ

    FNZ invests in ESG impact data firm

  • Jackie Boylan, head of Fidelity Adviser Solutions

    Fidelity launches AI-driven software for Planners

  • Kjersti Wiklund

    Evelyn adds tech specialist to board in digital push

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

    SJP upgrades financial crime defence

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

    Planner adoption of new tech stalls

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

    Letter of authority delays frustrate Planners

  • Schroders Personal Wealth

    Schroders Personal Wealth hires new CTO 

  • EVPro's modules

    EV adds automated MPS links to Financial Planning tool

  • Jackie Leiper, Embark chief executive

    Embark enhances its adviser platform

  • Investment in technology is rising

    Technology costs rise ahead of Consumer Duty

  • FCA HQ

    FCA plans to regulate AI and big tech

  • Fintel's website

    Fintel acquires Competent Adviser

  • Cathi Harrison, chief executive of The Verve Group

    Verve Group launches back-office solution

  • ICAEW website

    Accountancy body adds referral platform for Planners

  • Alltrust's website

    SIPP provider Alltrust launches white-label platform

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

    2 in 3 investors would use AI for investment advice

Page 4 of 5

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

Key Links

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