Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
Dynamic Planner
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Scottish Mortgage’s Ben James: Three headwinds turning into tailwinds for our portfolio
Why better times are coming for the trust
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Dynamic Planner rolls out app to help advisers with Consumer Duty and content
Available to financial planning firms in white labelled form
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Dynamic Planner launches single strategy fund mapping service
Sources single strategy fund holding data directly from fund providers
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Dynamic Planner integrates system with CURO
Allowing all client information and valuation data to automatically pull through to different processes
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Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
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What advisers need to understand about risk
It is ‘a challenge to be reckoned with’
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Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
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What advice clients need to know about volatility
It ‘remains the preferred measure of risk’
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‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
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FCA expects firms to make ‘fundamental changes’ for Consumer Duty
But it wants to work together with industry to ‘rebuild trust and confidence’
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Dynamic Planner teams up with Quilter Financial Planning
Which will support advisers in meeting Consumer Duty requirements