CEOs from some of the UK’s leading financial planning and advice firms debated growth, technology and regulation at Dynamic ...

Financial advice firms with between 6 and 50 advisers are the most likely to have adopted platform models with a degree of customisation, although without taking on the regulatory responsibilities ...

Finscape has launched a new investment opportunity tracker for discretionary fund managers (DFMs) and model portfolio ...

Bravura is to recommend dividend payments following the turnaround in financial performance. It will pay a special dividend ...

Vitality has launched Pick and Play, a new reward mechanism built to bring about greater client engagement as well as ...

Gender inequality within personal finances is not easy to address because there are so many inter-related issues that feed ...

Dynamic Planner stands out in the financial-planning industry with its commitment to end-to-end support and advanced ...

Leading chief investment officers (CIOs) debated issues around active and passive investing, market valuations and economic ...

The world is experiencing a profound shift in history, marked by geopolitical tensions, economic stagnation and technological ...

Financial advisers have helped make 2024 the “highest year of annuity sales” since the introduction of pension freedoms, the ...

Selling more protection and getting more families covered would be so much easier if only people listened to us, says Phil ...

Dynamic Planner, the UK’s leading digital advice platform, has unveiled a series of technology advancements at its ...