EFPA Presentation in Luxembourg
EFPA presentation will take place next Wednesday October 18th in Luxembourg at the Hotel Le Royal.
EFPA: une certification reconnue au niveau européen
The European Financial Planning Association (EFPA) was created from a project of the European Commission in the framework of the constr...
SUMMARY of Robo Advice conference - Threat or Opportunity
Robo Advice conference - Threat or Opportunity: held by the Personal Finance Society (PFS) and the European Financial Planning Associat...
Tribute to ALDO
Aldo Varenna, President of EFPA Italia and one of the world’s leading experts on Italian consultancy, passed away suddenly last month....
ROBOADVICE in the MiFID II ERA
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...
EFPA BoD's meets in Tallinn, ESTONIA
The EFPA Board of Directors met in Tallinn last December 15th and 16th.
Robo-advisers. Background and Concept.
Among the “digitalization” processes of financial technology (fintech) services is the recent phenomenon of the “automation” of financi...