The Financial Conduct Authority has today published its key priorities for 2017/17 in its new Mission Statement and Business Plan designed to give firms and consumers “greater clarity” and more “transparency” about how the FCA prioritises its interventions in financial markets.
Read more ...Chartered Financial Planner strikes deal for cashflow tool
- Thursday, 13 April 2017
- Articles

A cashflow modelling software firm created by a Chartered Financial Planner has struck a deal with a business offering support services for advisers.
Read more ...Bestinvest founder's firm EQ offers clients voice-recognition service
- Thursday, 13 April 2017
- Articles

A wealth management business has developed a way for clients to access key information about their investments through Amazon’s voice recognition device Echo.
Read more ...Harmful adverts in FCA sights as eye-tracking tech explored
- Thursday, 13 April 2017
- Articles

The FCA is exploring the use of eye tracking technology as part of work to clamp down on misleading or harmful financial advertising for consumers.
Read more ...46 firms offer free Financial Planning surgeries worth £500
- Thursday, 13 April 2017
- Articles

Forty-six firms have so far signed up to provide free Financial Planning surgeries worth up to £500 to consumers.
Read more ...Financial Planning firms begin week of promoting profession
- Thursday, 13 April 2017
- Articles

Financial Planning Week 2017, the annual CISI campaign to promote the benefits of Financial Planning to consumers, has begun today.
Read more ...Financial Planner trio join forces for new brand
- Thursday, 13 April 2017
- Articles

A trio of Financial Planners have banded together under a new brand name.
Read more ...Pensions dashboard prototype unveiled, as 24 hour contest begins
- Wednesday, 12 April 2017
- Articles

A pensions dashboard prototype was unveiled today, as a 24 hour contest began between 20 developers to create the best design.
Read more ...Kinder to show planners how mindfulness boosts client skills
- Wednesday, 12 April 2017
- Articles

Life Planning guru George Kinder is aiming to teach Financial Planners how the military, Google and Apple have embraced mindfulness in the workplace and how it can boost client relationships.
Read more ...Advisers face second FSCS bill on top of £100m levy
- Wednesday, 12 April 2017
- Articles

Advisers will have to stump up at least £100m this financial year to fund the FSCS – with an extra bill possible later this year.
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