Page 12 - Dynamic Planner News Today

With advisers across the country scheduling meetings with clients to kick off the new year, what topics can they expect to be pressed on in 2022?

RSMR, the independent research business, has added a Responsible Growth Portfolio its responsible managed portfolio service.

RSMR launched its first responsible portfolio in 2016

Since a 2018 regulatory change demanding advisers ensure specific products are correct for specific clients, PROD has been at the heart of adviser firm platform selection. But it isn’t the only factor advisers pay attention to when selecting their chosen platform(s), and some believe the regulation scarcely worth considering for smaller IFA businesses...

A CHESTER business has helped a financial partnership reach a significant milestone.

Should investors be looking to find a place for thematic approaches to sustainability in their portfolios, writes Dynamic Planner's Ben Goss

Dynamic Planner’s Ben Goss believes advisers who focus on customer needs and see change as an opportunity to demonstrate value in a hybrid world are well placed for success in 2022.

Financial planning has transformed over the past 18 months and advisers face the challenges of a hybrid, post-pandemic financial services world, delegates at PA360 North, in association with Canada Life, heard.

Three wins for LGT Vestra and two for Quilter Cheviot in the 2021 Portfolio Adviser Wealth Partnership Awards

This increases to 23% for sole financial planners