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This FPSB submission to IOSCO Committee 3 examines the impact of automated (“robo”) advice tools on retail investors, presenting global survey findings and recommending regulatory guidance to ensure consumer protection, transparency, and client-first standards in digital financial advice.

This FPSB position paper examines global financial planner remuneration models and outlines principles to promote transparency, manage conflicts of interest, and ensure client-first, ethical compensation practices across the financial planning profession.

This FPSB research report explores how fintech and automated advice are reshaping financial planning worldwide, highlighting trends, opportunities, risks, and recommendations to ensure technology supports client-first, professional financial advice.

This article explains how fintech and robo-advice are transforming financial services, highlighting both the opportunities of digital innovation and the risks for consumers. It also explores why the future of financial planning is likely to combine technology with personalised human advice.

This practical guide outlines five simple steps to help individuals manage financial stress during uncertain times, improve cash flow, build better spending habits, stay focused on long-term goals, and seek support from a CFP® professional.

FPSB’s submission to IOSCO addresses the risks of retail OTC leveraged products such as CFDs, forex and binary options. It calls for stronger consumer protections, including client-first duty of care, clearer risk disclosures, limits on leverage, negative balance protection, and restrictions on aggressive marketing, while highlighting the role of qualified financial planners in helping investors make informed decisions.

FPSB Europe’s submission to ESMA calls for stronger protections for retail investors trading high-risk products such as CFDs and binary options. It supports tighter leverage limits, clearer risk warnings, restrictions on aggressive marketing, negative balance protection, and higher professional standards to ensure client-first advice and safer investing.

This FPSB Europe position paper outlines recommendations to strengthen consumer protection and professional standards in financial advice and financial planning across Europe. It calls for client-first obligations, clearer oversight of financial planners, and recognition of high competency standards to help consumers access trustworthy, high-quality financial advice.

FPSB Europe’s response outlines how fintech is improving financial planning and advice while calling for strong consumer protection. It highlights the need for clear rules on robo-advice, data security, and algorithm oversight to ensure technology benefits consumers and maintains trust in financial services.

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 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.

This document outlines FPSB’s Global Financial Planning Standards, providing a comprehensive framework for professional competence, ethical conduct, and best practices across the financial planning profession worldwide.

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.

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A practical resource for CFP® candidates in Ireland, explaining experience requirements, qualifying roles, and best practices for documenting financial planning experience.

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