The latest edition of our sister Financial Planning Today Magazine is out now and includes an exclusive Cover Feature on how Financial Planning professionals are using the latest planner technology to beat the pandemic and work "faster, better and smarter."

The latest edition of Financial Planning Today Magazine is out and includes an exclusive Cover Feature on how Financial Planning professionals are leaping the hurdles created by the pandemic.

Following a successful pilot, wrap platform Transact said it is now accepting digital signatures on most applications via DocuSign or moneyinfo.

A new survey of UK Financial Planners found 96% were optimistic about their firm’s prospects for the next 12 months.