Page 11 - Dynamic Planner News Today

Dynamic Planner has appointed Christophe Ponette as managing director for Europe, to lead the company’s continental expansion.

In an industry that doesn’t actually deliver anything physical to the client, trust is vital. 

Quilter launched two online tools which together provide full end-to-end support for advisers to match the right investment solution to the right customer while offering a clear audit trail to support their advice.

Good morning and welcome to your Morning Briefing for Thursday 3 March, 2022. To get this in your inbox every morning click here. Fidelity stops Russian investment Asset manager Fidelity International will not be investing in Russia and Belarus for the foreseeable future. This decision comes as a result of the

Chris Jones assesses the origin of the advice gap, what's changed in the last 10 years and why younger clients are worth it for advisers in the long run...

While surveys and market research point to an ageing adviser market and hundreds of imminent exits, Tim Sargisson reckons the growing regulatory burden on one-man bands could be becoming too much...

Dynamic Planner chief executive officer Ben Goss believes the advice sector is on the "cusp of a golden age" and has announced a set of tune ups to the firm's products.

Good morning and welcome to your Morning Briefing for Thursday 3 February, 2022. To get this in your inbox every morning click here. Golden age The advice sector is on the "cusp of a golden age" according to Dynamic Planner chief executive officer Ben Goss. He announced a set of tune ups to the firm’s products at its

Planning on cusp of a 'golden age' as tech serves growing demand

Statistically, older clients are less interested in ESG investments. But why is this and how does this impact conversations with advisers?