Dynamic Planner
What advice clients need to know about volatility
It ‘remains the preferred measure of risk’
Best Practice | 9 Feb 23
‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
Best Practice | 8 Feb 23
FCA expects firms to make ‘fundamental changes’ for Consumer Duty
But it wants to work together with industry to ‘rebuild trust and confidence’
Best Practice | 18 Jan 23
Dynamic Planner teams up with Quilter Financial Planning
Which will support advisers in meeting Consumer Duty requirements
PEOPLE MOVES: FWD Group, Amundi, Novia Global
Insurance company makes c-suite change, as asset manager names CEO of Italy and Austria