Research & Position Papers

• Wealth Demographics and the Financial Planning Landscape in Ireland (2023 Update)

• Key Findings from FPSB Ireland Value of Financial Planning Consumer Research (2023)

• Summary Findings of FPSB Global Survey on Crypto Assets (2022)

• FPSB Response to IOSCO Retail Market Conduct Task Force (RMCTF) Report (2022)

• FPSB Response to IOSCO Consultation Report on Retail Distribution and Digitalisation (2022)

• FPSB Europe’s Response to ESA’s Joint Consultation Paper Concerning ESG Disclosures (2020)

• FPSB Europe’s Response to ESA’s Joint Consultation Paper Concerning Amendments to the PRIIPS KID (2020)

• FPSB Guidance Practice Note: Advising Vulnerable Clients (2019)

• FPSB Response to OECD-INFE Draft Recommendation on Financial Literacy and Education (2019)

• FPSB Europe Position: Consumer Protection and Investment Adviser, Financial Adviser and Financial Planner Competency and Oversight in Europe (2018)

• FPSB Comment on IOSCO Consultation Report on Retail OTC Leveraged Products (2018)

• FPSB Europe Comment on ESMA Call for Evidence on CFDs/BOs for Retail Investors (2018)

• FINTECH: Financial Technology and how it might Impact the Financial Services Industry (2017)

• FPSB Response to IOSCO on Senior Investor Vulnerability (2017)

• FPSB Europe Response to European Commission Consultation on Fintech (2017)

• FPSB Response to ESA Joint Discussion Paper on Automation in Financial Advice (2016)

• Fintech and the Future of Financial Planning (2016)

• Comment to IOSCO C3 on Automated-Advice Tools (2015)

• Response to ESMA Consultation Paper – Investment Services (2015)

• FPSB Response to ESMA Consultation on Draft Guidelines for the Assessment of Knowledge and Competence (2015)

• Financial Planner Remuneration (2014)

• FPSB Response to ESMA Consultation on MiFID II/MiFIR (2014)

• FPSB Response to IOSCO C8 on Strategic Framework for Investor Education and Financial Literacy (2014)

• FPSB Response to IOSCO’s Suitability Principles Paper (2012)

• Regulation and Oversight of the Financial Planning Profession (2010)

• FPSB Response to IOSCO’s Suitability Principles Paper (2012)

• Regulation and Oversight of the Financial Planning Profession (2010)