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...
Following Zurich acquisition
Aviva has set out its strategy to launch an investments, savings and retirement division as it seeks to simplify its overall business.
Clients and advisers frustrated by red tape
More than 4,500 retail investors affected
Failure to engage