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Top News In Dynamic Planner Today - Breaking & Trending Today

Deep Dive: MiFID II could open path for a nuclear resurgence - Vimarsana News

Deep Dive: MiFID II could open path for a nuclear resurgence

The ingrained focus on sustainability built into EU investor protection policy MiFID II could result in benefits for the nuclear power sector.

Dynamic Planner boosts client report efficiency with latest integration - Vimarsana News

Dynamic Planner boosts client report efficiency with latest integration

Financial advisers who use Dynamic Planner are now able to streamline data and transfer client reports after its latest integration.

Dynamic Planner partners with Time4Advice on data integration - Vimarsana News

Dynamic Planner partners with Time4Advice on data integration

Dynamic Planner has partnered with Curo from Time4Advice to provide data integration to advisers and their clients. The technology provider said advisers using the integration will be able to “securely” move clients’ data and reports between Curo and Dynamic Planner.

Dynamic Planner now includes Scottish Widows Platform - Vimarsana News

Dynamic Planner now includes Scottish Widows Platform

Advisers who use risk-based financial planning system Dynamic Planner can now value the Scottish Widows Platform after its latest integration.

The Morning Briefing: HL client growth slows and helping women in menopause - Vimarsana News

The Morning Briefing: HL client growth slows and helping women in menopause

Good morning and welcome to your Morning Briefing for Tuesday 19 September 2023. To get this in your inbox every morning click here. HL client growth slows Hargreaves Lansdown welcomed 67,000 new clients to its platform in the latest financial. Although still on an upward trajectory, the number was significantly down