Articles

Thursday, 05 October 2023 07:00

PFS adds digital Consumer Duty tools

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The Personal Finance Society has launched a Consumer Duty digital learning tool for Financial Planners.

Wednesday, 04 October 2023 11:16

Killik launches gilts portfolio

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Wealth manager Killik & Co has launched an actively-managed Gilt Saver Service.

Wednesday, 04 October 2023 10:23

Planners get behind World Financial Planning Day

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Financial Planners are getting behind the seventh World Financial Planning Day which runs today (Weds 4 Oct).

Wednesday, 04 October 2023 09:50

Demand for Financial Planning growing

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The demand for Financial Planning is growing, according to a new report.

Wednesday, 04 October 2023 09:10

LangCat adds policy tracker to regulation software

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The LangCat has added a policy tracker to its regulation software for financial services firms.