Companies
Dynamic Planner integrates system with CURO
Allowing all client information and valuation data to automatically pull through to different processes
75% of advised Brits have higher quality of life, report reveals
With almost one in two saying their mental health benefitted from financial planning
International IFA receives Maltese MiFID licence
Enabling it to expand its range of cross-border investment and pension services
Orbis Investments: Advisers not prepared for changing investment landscape
More volatile inflation could break the trends that have boosted growth and passive strategies
Alternatives | 3 Oct 23
Royal London makes senior hire as it eyes up private markets
Who was previously chief investment officer of private and alternative assets at M&G