Dynamic Planner has struck a deal with Threesixty to offer its client firms a bespoke version of its digital risk-profiling and asset allocation service.
The collaboration will allow Threesixty's more than 900 client firms to access the support services provider's approved suitability letters. Registered users will also be able to select investments...
53% see global growth slowing
Affecting petrol prices
Come into force early 2019
370 people may have transferred
Two advisers so far