Platforms
M&G rolls out investment app with Moneyfarm
To target a ‘new generation of savers’
What will be the most important feature of pension dashboards?
They ‘offer a fantastic opportunity for advisers to engage with clients’
Large advice companies to create own platforms
Competition will get ‘fierce’ as providers look to modernise their propositions
Best Practice | 18 Jan 23
Dynamic Planner teams up with Quilter Financial Planning
Which will support advisers in meeting Consumer Duty requirements
Platform rolls out IHT index for advisers
To track liability trends for clients as their wealth increases