Page 9 - Dynamic Planner News Today

Dynamic Planner has launched a platform research portal to give advisers the ability to research investment and retirement products. Product and Platform Research is available to Dynamic Planner users from today (7 September) and comes with all the benefits of working within one system.

Good morning and welcome to your Morning Briefing for Thursday 25 August 2022. To get this in your inbox every morning click here. Financial Wellbeing We are gearing up for Money Marketing Interactive in London on Thursday 29 at at etc.venues, Houndsditch. The awards are being held at the same venue in the evening.

Hot on the heels of the new Consumer Duty we now have the regulator's latest steps in its Consumer Investment strategy. Chris Jones shares his insight...

FPE Capital LLP (FPE) is a UK-based specialist growth private equity investor focussed exclusively on the software, services and data sectors Dynamic Planner, headquartered in the UK, is a leading software provider to the wealth management sector Through its intuitive and multiple award-winning platforms, Dynamic Planner enables financial planning

Private equity house FPE Capital has made a “significant investment” in Dynamic Planner to boost its ambitious growth plans.

Good morning and welcome to your Morning Briefing for Thursday 14 July, 2022. To get this in your inbox every morning click here. Dynamic growth  Private equity has a keen interest in the advice sector and its latest move involves Dynamic Planner. UK software focussed private equity growth firm FPE has made a

Dynamic Planner has announced UK software focussed private equity growth firm FPE has made a significant investment in it.

I distinctly remember my first day at Money Marketing. It was 1 June last year and I had been a freelance journalist for the preceding year. I’d enjoyed freelancing, especially during the strange period of time that was the Covid pandemic, but I had very much missed being part of a team.

Chris Jones asks why do financial planners retire? It could be, in the words of Don Corleone, that you are made an offer you can’t refuse...

Vanguard has launched today two new ranges of model portfolios: Vanguard LifeStrategy MPS classic and Vanguard LifeStrategy MPS global.They are designed to give advisers with a preference for model portfolios access to Vanguard’s LifeStrategy offering.