Dynamic Planner
8% of UK advisers to sell their business in next five years
This increases to 23% for sole financial planners
Best Practice | 26 Oct 21
Dynamic Planner unveils ESG discussion guide
To help advisers understand clients’ sustainability preferences
PEOPLE MOVES: HSBC, Candriam, Intelliflo
Private bank names Emea head of Asia coverage, while asset manager hires head of UK distribution
Best Practice | 5 May 21
How can advisers help clients pin down their ESG priorities?
Dynamic Planner says its new tool will aid what can be complicated and broad-ranging discussions
PEOPLE MOVES: Schroders, Sandringham FP, Tilney S&W
Global asset manager names Singapore CEO, as UK IFA firm hires advising partner