Dynamic Planner integrates system with CURO
Allowing all client information and valuation data to automatically pull through to different processes
Dynamic Planner
-
-
Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
-
What advisers need to understand about risk
It is ‘a challenge to be reckoned with’
-
Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
-
What advice clients need to know about volatility
It ‘remains the preferred measure of risk’
-
‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
-
FCA expects firms to make ‘fundamental changes’ for Consumer Duty
But it wants to work together with industry to ‘rebuild trust and confidence’
-
Dynamic Planner teams up with Quilter Financial Planning
Which will support advisers in meeting Consumer Duty requirements
-
PEOPLE MOVES: FWD Group, Amundi, Novia Global
Insurance company makes c-suite change, as asset manager names CEO of Italy and Austria
-
Hybrid advice revolution shows no sign of stopping
Just 23% of firms have returned to a majority face-to-face model
-
PEOPLE MOVES: Scottish Widows, Schroders, Invesco
Insurer names CEO, as asset manager makes c-suite changes in Apac
-
Dynamic Planner eyes UK and Europe expansion with PE investment
Funding will ‘take the business to the next level’