Events
- Upcoming events
  The Great British Pub Quiz
  
  Investment Week is hosting the Great British Pub Quiz in aid of CASCAID, initiative that brings the asset and wealth management communities together to raise £1million for charity.
  
  Date: 01 Aug 2019
  
  The Brewery,52 Chiswell St, London EC1Y 4SD, London
  
  Multi Asset Roadshow 2019 - Scotland
  
  The Multi-Asset Roadshow is coming to Scotland this September!
  
  Date: 11 Sep 2019
  
  Scotland, Scotland
  Multi Asset Roadshow 2019
  
  Professional Adviser is back in 2019 with the Multi Asset Roadshow, travelling to Harrogate, Warrington, Birmingham, Bristol and London.
  
  Date: 17 Sep 2019
  
  Harrogate, Warrington, Birmingham, Bristol, London
  
  Professional Adviser New Talent Awards 2019
  
  The New Talent Awards in partnership with Architas aims to celebrate the emerging talent in financial advice - recognising and identifying the sector's future leaders as well as shining the spotlight on the organisations and individuals that are helping develop and foster new talent
  
  Date: 26 Sep 2019
  
  Glazier's Hall 9 Montague Close London Bridge London SE1 9DD, London
  View all events
  Follow our events
  
  Sign up to receive email alerts about our events
  Sign up
Whitepapers
- Find whitepapers
  
  Search by title or subject area
  
  View all whitepapers
Sign in
- Personalise your on site experience
  
  Download and use the apps
  
  Access your subscription from outside of the office
  
  Get relevant news and insight straight to your inbox
  
  Sign in
Follow us
- RSS
- Twitter
- LinkedIn
- Newsletters
- YouTube
Register
Industry blogs
Multi-Asset Review

Dynamic Planner appoints business development sales director

Former AXA Wealth Self Investor managing director

Tweet
Facebook
LinkedIn
Send to

Dynamic Planner has appointed former AXA Wealth Self Investor managing director Nick Lee as business development sales director.

Lee will oversee Dynamic Planner's client success and business development teams, as well as its wider strategic development. Based at the business' headquarters in Reading, the in-house client success...

To read this story please register

PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income.

PA offers:

REAL-TIME NEWS & ANALYSIS: find out what’s happening in the profession right now and why
MULTI-ASSET: discover the latest trends in multi-asset
FUTURE OF ADVICE: helping you shape your strategy with the latest expert opinion and case studies
TECHNOLOGY: learn about the latest solutions, with case studies and the views of experts such as Adam Higgs

Your profession

Tom Selby: Phillip Hammond - The good, the bad and the ugly

Three years at the Treasury

22 July 2019

Technology

Marilyn Cole & Vinay Jayaram: How to solve the retirement puzzle

Address key mistakes

22 July 2019

Your profession

Lauren Cowper: Looking to make a positive difference

Letter from the frontline

22 July 2019

Companies

MSCI: Seven UCITS funds in danger of Woodford-style liquidity crisis

Breaching SEC rules

22 July 2019

Your profession

Chase de Vere opens new office in Leeds to 'springboard' growth

In Leeds since 1969

22 July 2019

Sign In

To read this story please register