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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.