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EFPA-PFS Robo Advisor join event in LONDON

EFPA-PFS Robo Advisor join event in LONDON

Robo Advice - Threat or Opportunity Personal Finance Society (PFS) and European Financial Planning Association (EFPA) 23rd February - Geat Hall, 20 Aldermanbury, London, EC2V 7HY Due to the rapidly evolving nature of modern technology in the advice market, the Personal Finance Society and The European Financial Planning Association are holding this conference to look closely at the issues. As so many advisers are now considering the inclusion of FinTec into their proposition, it is important that the Opportunities and the Threats are examined. What level of personalisation is truly achievable and can the algorithms deliver a blended solution?

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Tribute to ALDO

2017/01/09

Aldo Varenna, President of EFPA Italia and one of the world’s leading experts on Italian consultancy, passed away suddenly last month....

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ROBOADVICE in the MiFID II ERA

2016/12/30

In the last year and a half I have been able to participate in different events on Robo advisors, as well as read many articles about i...

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Ciao Aldo

2016/12/27

It is with deep sadness that we have to announce that our friend Aldo Vittorio Varenna, Chairman of EFPA Italy and EFPA Vice-Chairman,...

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EFPA BoD's meets in Tallinn, ESTONIA

2016/12/19

The EFPA Board of Directors met in Tallinn last December 15th and 16th.

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The Efpa Italy Meeting 2017

2016/12/12

The Efpa Italy Meeting 2017 will take place October 12th and 13th in Venice Lido, Palazzo del cinema.

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Robo-advisers. Background and Concept.

2016/12/11

Among the “digitalization” processes of financial technology (fintech) services is the recent phenomenon of the “automation” of financi...

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EFPA Spain has launched a new website

2016/12/08

EFPA Spain has launched a new website with a new design, more intuitive and modern, and also with a new version adapted to all mobile d...

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5th International conference of EFPA Czech Republic (European Financial Planning Association)

2016/10/25

Regulation, digitalization and meditation; these three words perhaps most accurately describe this year’s gathering of more than 300 re...

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EFPA Poland 2016 Event

2016/10/25

EFPA Poland gathered last September 13th for the annual meeting of EFPA Certified Advisors. The aim was to discuss the future of the ca...

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