Hybrid advice revolution shows no sign of stopping
Just 23% of firms have returned to a majority face-to-face model
Dynamic Planner
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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
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Dynamic Planner unveils ESG discussion guide
To help advisers understand clients’ sustainability preferences
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PEOPLE MOVES: HSBC, Candriam, Intelliflo
Private bank names Emea head of Asia coverage, while asset manager hires head of UK distribution
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How can advisers help clients pin down their ESG priorities?
Dynamic Planner says its new tool will aid what can be complicated and broad-ranging discussions
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PEOPLE MOVES: Schroders, Sandringham FP, Tilney S&W
Global asset manager names Singapore CEO, as UK IFA firm hires advising partner
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Dynamic Planner rolls out sustainable investing tool for IFAs
It will provide advice firms with a clear, objective view of a fund’s ESG characteristics, says CEO Goss
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Dynamic Planner adds cash flow planning tool
Firm claims it takes ‘miscalibration risk out of the equation’