IWP acquires £85m Yorkshire Planner in virtual planning launch

Independent Wealth Planners (IWP) has acquired Acuity Wealth Management and founded a virtual advice service.

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Sanlam launches free virtual Financial Planning consultations

Sanlam has launched a no-obligation virtual consultation service with its Financial Planners using software such as FaceTime, Zoom, Teams or Skype.

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Jason Butler: Financial Planning face-to-face to be the exception

The majority of traditional Financial Planning firms will deliver up to three quarters of their client meetings via live video in the next five to ten years.

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Chartered planner Jason Butler takes stake in virtual advice firm

Chartered Financial Planner Jason Butler has revealed he has taken a stake in a technology consultancy that specialises in helping firms to deliver virtual face to face advice.

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