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Your profession

Dynamic Planner boosts client report efficiency with latest integration

Your profession

Dynamic Planner boosts client report efficiency with latest integration

Advice firms enabled to ‘quickly and accurately’ provide information

clock 05 October 2023 • 1 min read
Majority of Millennials expect financial advisers to offer digital platforms

Your profession

Majority of Millennials expect financial advisers to offer digital platforms

Three in four Millennials use apps or websites to manage their finances

clock 05 October 2023 • 1 min read
One in five 18-34-year-olds would use YouTube for financial advice

Your profession

One in five 18-34-year-olds would use YouTube for financial advice

Those who would not use an adviser want free advice online

clock 05 October 2023 • 1 min read
PA360 North: Advisers 'doing an excellent job' against client cautions

Your profession

PA360 North: Advisers 'doing an excellent job' against client cautions

Reasonably foreseeable harm and battling behavioural biases

clock 05 October 2023 • 1 min read
PA360 North: Advice firm decline slow despite consolidation

Your profession

PA360 North: Advice firm decline slow despite consolidation

‘There is a small decline in advice firms, but not as quick as you expect’

clock 05 October 2023 • 1 min read
PA360 North: 'Alpha is in the advice' - enhancing predictability

Your profession

PA360 North: 'Alpha is in the advice' - enhancing predictability

For advisers, ‘volatility is a measure of predictability’, Matthew Lamb says

clock 05 October 2023 • 1 min read
PA Awards 2024: Entries are now open for all categories!

Your profession

PA Awards 2024: Entries are now open for all categories!

The awards, now in their 19th year, will take place in London next March

clock 04 October 2023 • 8 min read
Advisers say they need an emotional connection to their clients

Your profession

Advisers say they need an emotional connection to their clients

Advisers urge their peers focus on clients rather than money

clock 04 October 2023 • 1 min read
Technology and AI cited as a serious threats to paraplanners

Your profession

Technology and AI cited as a serious threats to paraplanners

Paraplanners outline role of technology in their profession

clock 04 October 2023 • 1 min read
World Financial Planning Day: Time for advisers to step up

Your profession

World Financial Planning Day: Time for advisers to step up

This year’s theme is on the role of the planner in reducing client stress

clock 04 October 2023 • 1 min read
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