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The industry is on the cusp of something “really quite special” as the unprecedented adoption of technology continues across advice and asset management, Dynamic Planner chief executive (CEO) Ben Goss has said.
The chief executive of Dynamic Planner has said the era of product sales is over as the platform sector embraces personal financial planning at scale. Ben Goss said the sector has awakened to the reality that its client not product that should be at the centre of financial planning technology.
Good morning and welcome to your Morning Briefing for Monday 6 February, 2023. To get this in your inbox every morning click here. DFM launch Eden Park Investment Management has partnered with Charles Stanley and SS&C Hubwise to provide a new bespoke on-platform discretionary fund management service. The
Here they are. The first set of shortlists for the Professional Adviser Awards 2023…
The market for adviser technology is shallow, with only around 28,000 advisers in the UK, all being courted by several dozen tech firms selling their wares. Most providers can’t expect to survive.