EFPA Chairman reelected as ESMA's Investor Protection and Intermediaries Standing Committee (IPSIC)
EFPA Chairman, Mr. Josep Soler-Albertí, has been reelected member of the Consultative Working Group (CWG) of ESMA’s Investor Protection and Intermediaries Standing Committee (IPISC). The reelection took place in July and the two-year term starts on September 1st.
Robo-advisers. Background and Concept.
Among the “digitalization” processes of financial technology (fintech) services is the recent phenomenon of the “automation” of financi...
EFPA Spain has launched a new website
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...
5th International conference of EFPA Czech Republic (European Financial Planning Association)
Regulation, digitalization and meditation; these three words perhaps most accurately describe this year’s gathering of more than 300 re...
EFPA Poland 2016 Event
EFPA Poland gathered last September 13th for the annual meeting of EFPA Certified Advisors. The aim was to discuss the future of the ca...
EFPA UK and PFS early thoughts about BREXIT
The result of the referendum vote is clearly the major issue for the UK but also for the rest of the EU. There has been much talk about...
EFPA European Think Tank event 2016
20 EFPA, certificate holders coming from 12 countries discuss"The changing relationship between financial advisers and the customers".