Live Breaking News & Updates on Society festival of financial planning

Stay updated with breaking news from Society festival of financial planning. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.

FS band 'Consumer Duty' to headline Rock for Ukraine gig

Financial services band Consumer Duty will take to the stage as part of the Rock for Ukraine event next month.

Newry , Newry-and-mourne , United-kingdom , Chisinau , Moldova , Russia , Poland , Northern-ireland , Craigavon , London , City-of , Ukraine

Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Defaqto will add cashflow modelling to its ‘Defaqto Engage’ tool from next year in a bid to offer a “fully integrated” financial planning service.

Abraham-okysanya , John-milliken , Society-festival-of-financial-planning , Personal-finance-society , Financial-planning , Technology , John-milliken , Braham-okysanya , Efaqto-engage , Efaqto ,

Clues to FCA expectations for consumer investments strategy

Just over 12 months ago, the Financial Conduct Authority set out its strategy for consumer investments, with the aim of seeing the investment market a safer place to invest with confidence.

Society-festival-of-financial-planning , Financial-conduct-authority , Therese-chambers , Personal-finance-society ,

D&I: Why advisers 'must acknowledge their own privilege'

Discussing privilege in the context of diversity and inclusion (D&I) is a touchy subject but one which is essential when running a modern financial planning business, delegates heard.

Gretchen-betts , Society-festival-of-financial-planning , Financial-conduct-authority , Magenta-financial-planning , Personal-finance-society , Financial-planning , Ersonal-finance-society , Gretchen-betts , Inancial-conduct-authority , D-amp-i ,

Industry 'well placed' to live up to FCA's Consumer Duty expectations

Financial services firms are “well placed” to live up to the “step up in standards” brought about by the Consumer Duty rules but forward implementation planning is essential.

Mark-polson , Society-festival-of-financial-planning , Financial-conduct-authority , Alastair-black , Consumer-duty , Personal-finance-society-festival , Financial-planning , Lang-cat , Alistair-black , Ca , Ang-cat , Mark-polson

Client rapport: Five easy communication wins for advisers

Building rapport with clients might not always be easy but it can be achieved by following a five-point process which puts people at ease and will help advisers get hired at the first meeting, delegates heard.

Edward-marshall , Society-festival-of-financial-planning , Kingsland-wealth-management , Million-dollar-round-table , Personal-finance-society-festival , Financial-planning , Edward-marshall , Illion-dollar-round-table , Fs-conference-2022 ,

Exit strategy: Ten ways to get an advice business ready for sale

Advisers preparing to exit the profession should get their business in shape long before sitting down with brokers or potential buyers as any “gremlins” will be discovered eventually, delegates heard.

Brian-hill , Society-festival-of-financial-planning , Exit-partnership , Personal-finance-society-festival , Financial-planning , He-exit-partnership , Fs-conference-2022 ,

Chris Budd: Why I believe financial planners are 'doing it wrong'

Financial planning as we currently understand it is at best not enough and at worst making things worse, according to Chris Budd.

Institute-for-financial-wellbeing , Society-festival-of-financial-planning , Personal-finance-society , Financial-planning , Financial-wellbeing , Ovation-finance , Fw , Hris-budd , Fs-conference-2022 ,

PFS sets out plan to evolve training programmes

The Personal Finance Society (PFS) has pledged to “explore and evolve” training programmes to help financial planners to meet the needs of a changing demographic.

Mark-hutchinson , Insurance-institute , Society-festival-of-financial-planning , Personal-finance-society , Sarah-lord , Chartered-insurance-institute , Financial-planning ,