National IFA Pi Financial signs five-year deal with DT
To support investment process and MiFID II standards
Ben Goss: "We are delighted to have been selected by Pi and look forward to working closely with the team and members to help them address MiFID II suitability requirements."
National IFA Pi Financial has signed a five-year deal with Distribution Technology to use its risk-profiling software, Dynamic Planner, to support its investment process and MiFID II standards.
Shropshire-based Pi Financial's 100-plus advisers and 150-strong back office staff will use Dynamic Planner to support with investment processes and suitability requirements under the second Markets in...
More on Investment
Fees for active management down 15% since 2017 - FundCalibre
Average cost 0.85%, finds FundCalibre
Jersey will not be 'back door' for Woodford relaunch - reports
Regulator issues firm warning
Leigh Day takes first formal step against Link on behalf of Woodford investors
Alleges Link "mismanaged" WEIF
Terry Smith names potential Fundsmith successor
'Most' of the business will remain in current employees' hands
Investors return to UK equity funds after eight months of outflows
Higher bond yields did not deter investors
Back to Top
More news
Steve Webb: Why DWP is paying out £3bn to women after state pension errors
Averages £13,000 per person
Financial planner launches money course for millennials
Five step video tutorial
interactive investor to buy Equiniti Group D2C business in £50m deal
Latest ii acquisition
Fees for active management down 15% since 2017 - FundCalibre
Average cost 0.85%, finds FundCalibre
