Page 3 - Dynamic Planner News Today

Waverton has expanded its multi-asset range with the launch of three funds, using defensive, cautious and balanced strategies.

Good morning and welcome to your Morning Briefing for Friday 24 November 2023. To get this in your inbox every morning click here. MoneyInfo ties up with Seccl Moneyinfo and Seccl have teamed up to develop a client onboarding integration, which will launch early next year. By making use of Seccl’s API capability, the

In September, prime minister Rishi Sunak announced a shock U-turn, watering down some of the UK’s net-zero policies, which led to criticisms from environmental groups, members of parliament and even Sunak’s former boss, ex-PM Boris Johnson.

As clients become steadily more aware of ESG, their advisers will have to rise to the challenge of navigating this long-term theme

The Consumer Duty was “born out of Covid”, Dynamic Planner proposition director Chris Jones told Money Marketing.

The ingrained focus on sustainability built into EU investor protection policy MiFID II could result in benefits for the nuclear power sector.

Financial advisers who use Dynamic Planner are now able to streamline data and transfer client reports after its latest integration.

Dynamic Planner has partnered with Curo from Time4Advice to provide data integration to advisers and their clients. The technology provider said advisers using the integration will be able to “securely” move clients’ data and reports between Curo and Dynamic Planner.

Advisers who use risk-based financial planning system Dynamic Planner can now value the Scottish Widows Platform after its latest integration.

Good morning and welcome to your Morning Briefing for Tuesday 19 September 2023. To get this in your inbox every morning click here. HL client growth slows Hargreaves Lansdown welcomed 67,000 new clients to its platform in the latest financial. Although still on an upward trajectory, the number was significantly down