Dynamic Planner teams up with Quilter Financial Planning
Which will support advisers in meeting Consumer Duty requirements
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Which will support advisers in meeting Consumer Duty requirements
Insurance company makes c-suite change, as asset manager names CEO of Italy and Austria
Just 23% of firms have returned to a majority face-to-face model
Insurer names CEO, as asset manager makes c-suite changes in Apac
Funding will ‘take the business to the next level’
Deal is reportedly valued at £27m
As it hires ex-managing director of Avaloq to lead the company’s growth across the region
This increases to 23% for sole financial planners
To help advisers understand clients’ sustainability preferences
Private bank names Emea head of Asia coverage, while asset manager hires head of UK distribution
Dynamic Planner says its new tool will aid what can be complicated and broad-ranging discussions
Global asset manager names Singapore CEO, as UK IFA firm hires advising partner