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Addressing the need for fresh talent in the advice industry

With the shortage of advisers in the industry, Isabel Baxter explores the need for new talent and how to recruit for the future. ....

United Kingdom , Canada Life , Nick Flynn , Sandy Payne , Financial Conduct Authority , Canada Life , Yasmina Siadatan , Dynamic Plannner , Industry Talent ,

Sieze the day: Harnessing technology's consumer benefits

Across industries, we see clear examples of firms that have forged ahead by harnessing technology in empowering, engaging ways. In the advice industry is no exception. The potential is clear, writes Piers Lawson ....

Nikhil Rathi , Financial Conduct Authority , Imperial College Business School , Piers Lawson , Dynamic Plannner ,

Why younger clients are an opportunity firms should not overlook

Diversifying the age range of clients served by capturing young clients early in their journeys is a form of future-proofing, writes Yasmina Siadatan ....

United Kingdom , Institute For Fiscal , Time Investments , Fiscal Studies , Intergenerational Wealth Report , Urban Synergy , Yasmina Siadatan , Dynamic Plannner ,

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. ....

United Kingdom , Ross Easton , Chris Jones , Lloyds Banking Group , Dynamic Planner , Scottish Widows Platform , Scottish Widows , Scottish Widow , Embark Platform , Scottish Widows , Chris Jones , Dynamic Plannner ,

Why AI will never replace adviser/client relationships

Louis Williams looks at the developing world of AI and explains why emotional intelligence in advice has never been more important ....

Louis Williams , Dynamic Plannner ,