Contact
Home
About Us
About us
Advertising
News
Financial Planning News
Regulation
Professional Bodies
Wealth Management
Job News
Paraplanning
M&A News
Opinion
The Editor's Column
Mr Sipp - John Moret
Life Planning Founder George Kinder
Guest Columnist
Features
Training and Events
Insight & Analysis
FP Today Magazine
Optimum
Jobs
Menu
Home
About Us
About us
Advertising
News
Financial Planning News
Regulation
Professional Bodies
Wealth Management
Job News
Paraplanning
M&A News
Opinion
The Editor's Column
Mr Sipp - John Moret
Life Planning Founder George Kinder
Guest Columnist
Features
Training and Events
Insight & Analysis
FP Today Magazine
Optimum
Jobs
Fintel buys 25% of Financial Planning CRM firm
DD|hub boosts Consumer Duty support
Tessa Lee: Can ChatGPT replace a human planner?
FCA makes Digital Sandbox permanent
Defaqto acquires VCT and EIS data provider
Bravura appoints new group CEO
FE fundinfo appoints new CEO
Tell us your ‘pain points’, says Origo
Verve Group launches back-office solution
Defaqto readying revamp of Engage Planning software
Dynamic Planner integrates with Curo
Defaqto integrates Engage with Plannr CRM
Fintech Ammonite secures £250,000 investment
Seccl and Moneyinfo partner to improve integration
FinCalc adds goals tools to Cashflow software
Defaqto launches Consumer Duty Profiles for MPS
Consumer Duty to 'speed up' adoption of AI by advisers
New adviser CRM aims to challenge the market
GBST adds enhanced modelling to WealthConnect
Plannr integrates with Söderberg and Selectapension
Page 8 of 9
Prev
1
2
3
4
5
6
7
8
9
Next
Key Links
Privacy Policy
Terms and Conditions
Contact us
Advertise
About
Sitemap
Contact the Newsdesk
