Five topics clients might be asking their advisers about in 2022
With advisers across the country scheduling meetings with clients to kick off the new year, what topics can they expect to be pressed on in 2022?
Source: moneymarketing.co.uk
Page 23 - 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
Responsible Growth portfolio added to RSMR range
RSMR, the independent research business, has added a Responsible Growth Portfolio its responsible managed portfolio service.
Source: investmentweek.co.uk
RSMR adds growth fund to responsible range
RSMR launched its first responsible portfolio in 2016
Source: portfolio-adviser.com
How PROD impacts adviser firms' platform selections
Since a 2018 regulatory change demanding advisers ensure specific products are correct for specific clients, PROD has been at the heart of adviser firm platform selection. But it isn’t the only factor advisers pay attention to when selecting their chosen platform(s), and some believe the regulation scarcely worth considering for smaller IFA businesses...
Source: professionaladviser.com
Financial partnership hits money milestone thanks to Chester business
A CHESTER business has helped a financial partnership reach a significant milestone.
Source: chesterstandard.co.uk