GDPR

Regulation

Nine out of 10 advisers affected in first year of GDPR - Intelliflo

Rules introduced on 25 May 2018

clock 23 May 2019 • 2 min read

Your profession

GDPR drives advisers to adopt new technology - Intelliflo

359 new customers in 2018

clock 18 January 2019 • 1 min read

Regulation

DB, re-platforming, SJP and more: PA's 10 most-read stories of 2018

Even some GDPR fun

clock 31 December 2018 • 5 min read

Regulation

Patrick Wheeler: 'Dear Santa …' - a cautionary data privacy tale

A GDPR nightmare before Christmas … again

clock 21 December 2018 • 6 min read

Your profession

GDPR specialist warns advisers against 'hammering' PCs to delete data

Astrid webinar on GDPR

clock 27 September 2018 • 2 min read

Wrap/platforms

Regulation biggest concern; advisers choosing more platforms - Investment Trends

One-in-three use two or more platforms

clock 10 July 2018 • 2 min read

Regulation

Wealth managers face ongoing compliance challenge to limit GDPR costs

Avoiding financial penalties

clock 30 May 2018 • 2 min read

Regulation

Advisers on GDPR - an opportunity or a chore?

PARTNER INSIGHT: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?

clock 30 May 2018 • 1 min read

Regulation

10 GDPR jokes doing the rounds - to ease the pain

Happy GDPR day

clock 25 May 2018 • 2 min read

Regulation

GDPR and financial advice: Privacy notices (Article 14)

Ramifications for advice firms

clock 23 May 2018 • 8 min read