Fintech startup launches cashflow tool for planners
- Friday, 18 May 2018
- Articles
Fintech start-up i4C is set to officially launch a “revolutionary” cashflow modelling tool for Financial Planners designed to meet the latest regulatory demands.
Read more...Advisers lack new data laws know-how as deadline looms
- Wednesday, 11 April 2018
- Articles
A significant chunk of advisers have so far failed to learn enough about major changes to data protection law set to come into force soon.
Read more...Working party warns advisers to train staff now ahead of GDPR
- Wednesday, 17 January 2018
- Articles
Training staff about the new data protection GDPR rules ahead of implementation on 25 May should be a top priority to ensure firms mitigate the risks of expensive data breach claims, according to a GDPR industry working party.
Read more...Survey reveals adviser ignorance of new client data regulations
- Wednesday, 20 September 2017
- Articles
A survey of financial advisers has found that the majority are set to miss the May 2018 deadline for complying with the new General Data Protection Regulation (GDPR) which will impose penalties for mis-using or failing to protect client data.
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