Tax & Technical
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers
Best Practice | 5 Feb 25
Evelyn Partners is founding partner of Edinburgh Futures Institute financial services hub
Institute is a futures-focused space for learning, research, and innovation at University of Edinburgh
The lang cat adds tool for advisers to evidence platform switching
There’s a ‘dearth of support’ for advisers working in this environment
Financial planning | 29 Jan 25
P1 Investment Services launches ‘all-in-one’ client-adviser portal
To streamline back-office functions, reduce difficulties of integrating different technology
Best Practice | 27 Jan 25
Belmayne achieves CISI chartered firm status
Belmayne is a family-oriented financial planning firm based in Dronfield, England