Publications & Research

A global research report examining how AI is being adopted in financial planning, highlighting key trends, benefits, risks, and future skills needs based on insights from over 6,200 financial planners worldwide.

A global research report examining how AI is being adopted in financial planning, highlighting key trends, benefits, risks, and future skills needs based on insights from over 6,200 financial planners worldwide.

This report presents key findings from FPSB’s 2023 Value of Financial Planning consumer research in Ireland, showing how working with a CFP® professional improves financial confidence, wellbeing, quality of life, and long-term financial outcomes.

This report presents key findings from FPSB’s 2023 Value of Financial Planning consumer research in Ireland, showing how working with a CFP® professional improves financial confidence, wellbeing, quality of life, and long-term financial outcomes.

FPSB’s submission to IOSCO shares global survey insights on crypto, complex products, gamification, and fin-fluencers, showing many retail investors are self-directed and suffering losses without advice. It recommends stronger safeguards and tighter oversight of financial influencers and platforms.

FPSB’s submission to IOSCO shares global survey insights on crypto, complex products, gamification, and fin-fluencers, showing many retail investors are self-directed and suffering losses without advice. It recommends stronger safeguards and tighter oversight of financial influencers and platforms.

This FPSB summary report highlights key findings on crypto-assets, gamification, social media influencers, and complex products, calling for stronger regulation, clearer product classification, and improved consumer protection to reduce investor risk and promote responsible financial advice.

This FPSB summary report highlights key findings on crypto-assets, gamification, social media influencers, and complex products, calling for stronger regulation, clearer product classification, and improved consumer protection to reduce investor risk and promote responsible financial advice.

This FPSB submission to IOSCO addresses retail distribution and digitalisation, highlighting risks and opportunities from fintech, social media, and gamification. It recommends stronger disclosure, client-first advice obligations, improved financial literacy tools, higher competency standards for marketers and influencers, and safeguards to protect retail investors and build trust in digital financial markets.

This FPSB submission to IOSCO addresses retail distribution and digitalisation, highlighting risks and opportunities from fintech, social media, and gamification. It recommends stronger disclosure, client-first advice obligations, improved financial literacy tools, higher competency standards for marketers and influencers, and safeguards to protect retail investors and build trust in digital financial markets.

FPSB Europe’s submission to the European Supervisory Authorities supports stronger, clearer, and more consistent ESG disclosure standards to help retail investors make informed sustainable investment decisions. It emphasises client-first principles, transparent reporting, standardised templates, improved governance disclosures, and collaboration across the financial ecosystem to build trust and comparability in ESG products.

FPSB Europe’s submission to the European Supervisory Authorities supports stronger, clearer, and more consistent ESG disclosure standards to help retail investors make informed sustainable investment decisions. It emphasises client-first principles, transparent reporting, standardised templates, improved governance disclosures, and collaboration across the financial ecosystem to build trust and comparability in ESG products.

FPSB Europe’s submission to the ESAs supports updating the PRIIPs KID to make disclosures clearer, more comparable, and more useful for retail investors. It advocates machine-readable KIDs, faster implementation, clearer cost presentation, inclusion of past performance and replacing complex probabilistic scenarios with simple illustrative scenarios to reduce confusion and improve investor understanding.

FPSB Europe’s submission to the ESAs supports updating the PRIIPs KID to make disclosures clearer, more comparable, and more useful for retail investors. It advocates machine-readable KIDs, faster implementation, clearer cost presentation, inclusion of past performance and replacing complex probabilistic scenarios with simple illustrative scenarios to reduce confusion and improve investor understanding.

FPSB’s submission to the OECD supports stronger national financial education strategies and highlights the importance of combining financial literacy with access to professional financial advice. It emphasises improving consumer confidence, protecting vulnerable groups, and helping people make better financial decisions through education, guidance, and public awareness initiatives.

FPSB’s submission to the OECD supports stronger national financial education strategies and highlights the importance of combining financial literacy with access to professional financial advice. It emphasises improving consumer confidence, protecting vulnerable groups, and helping people make better financial decisions through education, guidance, and public awareness initiatives.

This FPSB guidance note helps financial planning professionals identify and support vulnerable clients by providing practical best practices to protect clients from financial harm, improve communication, and ensure ethical, client-first financial planning outcomes.

This FPSB guidance note helps financial planning professionals identify and support vulnerable clients by providing practical best practices to protect clients from financial harm, improve communication, and ensure ethical, client-first financial planning outcomes.