Chartered Financial Planners: This tech boosts our business

Chartered Financial Planners have told Financial Planning Today magazine what types of technology they use to boost their efficiency at work.

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Financial Planners: The key to a good CRM system

Financial Planning businesses play host to a plethora of data from fact finds, application forms, CRM systems and platforms but are planners taking full advantage of the potential of technology to improve efficiency?

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New firm to be ‘financial adviser in a pocket’ for young

A new business has been launched with the aim of becoming a ‘financial adviser in your pocket’ for younger people.

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Financial Planning tool for iPhones launched by Voyant

A touch-screen Financial Planning tool designed to be used on iPhones has been launched by Voyant UK.

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