Page 7 - Dynamic Planner News Today

The past year has flown by. Since I wrote my November 2021 cover story about consolidation in the IFA space, a lot has happened. Perhaps the most headline-grabbing deal of 2022 was Aviva’s purchase of Succession Wealth for £385m. Aviva’s thinking was obvious — it wanted to boost its presence in the advice market.

Advice firms find themselves in “excellent health” and are very well positioned despite the challenges of the last few years.

Diluting the perimeter between advice and guidance at this time will not only precipitate significant consumer harm but also undermine the UK’s position as a global advice tech leader.

Almost two thirds (64%) of advisers are confident they have the tools and materials necessary to make informed choices about sustainability for their clients, Dynamic Planner finds.

Advice firms are very well positioned despite the challenges of the last few years with many “in excellent health”, according to Dynamic Planner.

The advice profession is in “excellent health” as it is receiving more enquiries and taking on more clients, a new report by Dynamic Planner has revealed.

Just 23% of advisers have returned to a majority face-to-face model of working, new research from Dynamic Planner shows.

Good morning and welcome to your Morning Briefing for Wednesday 14 December 2022. To get this in your inbox every morning click here. Compensation limits review The Financial Conduct Authority will review compensation limits and consider whether they remain at an appropriate level for different types of claims. This

Almost all (87%) financial advisers would recommend their choice of career to others, Dynamic Planner finds.

Good morning and welcome to your Morning Briefing for Friday 9 December 2022. To get this in your inbox every morning click here. Are advisers underestimating the number of vulnerable clients? As the cost-of-living crisis is exacerbating, our chief reporter Lois Vallely looked into clients in vulnerable