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News

Demand for financial planning support increases over 2022

Adviser tips

Demand for financial planning support increases over 2022

Increased cost of living crisis has sparked demand for support

clock 08 February 2023 • 2 min read
Adviser sounds alarm over use of influencers in protection promotions

Protection

Adviser sounds alarm over use of influencers in protection promotions

'It’s like the old lead generators misrepresenting insurance'

clock 08 February 2023 • 3 min read
MICAP launches adviser tax-efficient investment facilitation service

Tax-efficient Investing

MICAP launches adviser tax-efficient investment facilitation service

Free service designed to remove complex admin processes

clock 08 February 2023 • 1 min read
Consumer Duty compliance hinges on good use of technology

Consumer Duty

Consumer Duty compliance hinges on good use of technology

Dynamic Planner conference speakers discuss the upcoming regulation

clock 08 February 2023 • 1 min read
Advice CEOs say best use of technology still leaves room for advisers

Technology

Advice CEOs say best use of technology still leaves room for advisers

Chief executives share their views at Dynamic Planner’s annual conference

clock 08 February 2023 • 3 min read
 Jupiter cuts investment in unlisted assets for open-ended fund

Investment

Jupiter cuts investment in unlisted assets for open-ended fund

Policy change following change in investor sentiment

clock 08 February 2023 • 1 min read
Robin Geffen to exit Liontrust amid global equity consolidation

Investment

Robin Geffen to exit Liontrust amid global equity consolidation

Shift in strategic focus sees exit of Neptune founder

clock 08 February 2023 • 1 min read
Sharing views on pensions dashboard design standards 'vital'

Pensions

Sharing views on pensions dashboard design standards 'vital'

Industry can respond to PDP's consultation by 16 February

clock 07 February 2023 • 1 min read
Dynamic Planner CEO: Tech has underpinned advice transformation

Technology

Dynamic Planner CEO: Tech has underpinned advice transformation

Industry in the foothills of something ‘really quite special’

clock 07 February 2023 • 2 min read
Mattioli Woods profits up 46% as advice demand jumps

Companies

Mattioli Woods profits up 46% as advice demand jumps

Revenue at the wealth management firm was up 10%

clock 07 February 2023 • 2 min read
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