FCA secures first data breach conviction
Intense Life Desires The prosecution is the first made by the FCA under the Data Protection Act. Taunton-based...
Expense Tracking
How advisors are using AI tools for prospecting and growth
As Michael Kitces pointed out in his opening fireside chat at Financial Planning’s ADVISE AI...
25 new Planners awarded Advanced Diploma
BSc student Jathusa Mahendran Twenty-five Financial Planners received their Level 6 Diploma in Financial Advice,...
Ameriprise Q3 earnings rise despite RIA losses
It’s unclear how Fifth Third Bank’s pending $11 billion acquisition of Comerica Bank could affect...
Savers reclaim £48.6m in overpaid pension tax in Q3
The latest HMRC data was released this morning Pension savers reclaimed £48.56m in overpaid tax...
States plan votes on tax increases on Election Day
Next Tuesday’s off-year election is likely to see far lower turnout at the polls than...
NHS delays are transforming health insurance
Younger health insurance customers were also using their cover more Ongoing pressure on NHS services...
How to find a financial planning mentor and why it’s key
Wealth management can be a notoriously difficult field to succeed in, with Cerulli Associates placing...
Plannr connects with more platforms via ZeroKey integration
The integration with Zero Key is the latest in a series of integrations for fintech...
FACO: Advisors highlight shifting industry concerns
Financial advisors admonish their clients to ignore the short-term market noise and focus instead on...