Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
Dynamic Planner
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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
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PEOPLE MOVES: FWD Group, Amundi, Novia Global
Insurance company makes c-suite change, as asset manager names CEO of Italy and Austria
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Hybrid advice revolution shows no sign of stopping
Just 23% of firms have returned to a majority face-to-face model
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PEOPLE MOVES: Scottish Widows, Schroders, Invesco
Insurer names CEO, as asset manager makes c-suite changes in Apac
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Dynamic Planner eyes UK and Europe expansion with PE investment
Funding will ‘take the business to the next level’
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PE firm eyes majority stake in Dynamic Planner
Deal is reportedly valued at £27m
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Dynamic Planner eyes Europe expansion
As it hires ex-managing director of Avaloq to lead the company’s growth across the region
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8% of UK advisers to sell their business in next five years
This increases to 23% for sole financial planners