Dynamic Planner names MD to spearhead European expansion
Dynamic Planner has appointed Christophe Ponette as managing director for Europe, to lead the company’s continental expansion.
Source: moneymarketing.co.uk
Page 21 - Dynamic Planner News Today : Breaking News, Live Updates & Top Stories | Vimarsana
Stay updated with breaking news from Dynamic Planner. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Top News In Dynamic Planner Today - Breaking & Trending Today
Chris Jones: A duty to build trust
In an industry that doesn’t actually deliver anything physical to the client, trust is vital.
Source: moneymarketing.co.uk
Quilter launches two tools to boost client profiling
Quilter launched two online tools which together provide full end-to-end support for advisers to match the right investment solution to the right customer while offering a clear audit trail to support their advice.
Source: professionaladviser.com
The Morning Briefing: Fidelity stops Russian investment and new board member for Schroders
Good morning and welcome to your Morning Briefing for Thursday 3 March, 2022. To get this in your inbox every morning click here. Fidelity stops Russian investment Asset manager Fidelity International will not be investing in Russia and Belarus for the foreseeable future. This decision comes as a result of the
Source: moneymarketing.co.uk
Chris Jones: Running the numbers on younger clients
Chris Jones assesses the origin of the advice gap, what's changed in the last 10 years and why younger clients are worth it for advisers in the long run...
Source: professionaladviser.com