Dynamic Planner
Dynamic Planner launches single strategy fund mapping service
Sources single strategy fund holding data directly from fund providers
Dynamic Planner integrates system with CURO
Allowing all client information and valuation data to automatically pull through to different processes
Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
What advisers need to understand about risk
It is ‘a challenge to be reckoned with’
Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry