Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Performance for over 900 DFM MPS currently risk profiled has been added
Richard Parkin, head of retirement at BNY Mellon IM, outlines how client relationships have evolved
Five tailored model portfolios options across risk levels
Some firms were hoping for a longer transition period, commentators say
Consumer Duty playing a role in driving the trend
Must move away from a product-specific focus
Brooks Macdonald and Waverton Investment Management also performed well
Morningstar Wealth’s Mark Sanderson argues the industry needs to do more to champion the impact of good advice
Thematic review finds areas for improvement in how firms provide advice
Will increase its workforce to 5,000 staff members by the end of March 2024
Available to financial planning firms in white labelled form
There is plenty of room for improvement, and also a need for a high level of innovation in the market, argues Robin Powell