It goes without saying that it is crucial to capture changing conditions and circumstances to offer meaningful advice.

Dynamic Planner serves almost 40% of wealth advice firms and over 150 asset managers Christophe Ponette was appointed as Dynamic Planner’s European managing director earlier this year to lead the ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Advisers using the new integration will be able to seamlessly transfer ...

Dynamic Planner has unveiled its new client-facing cashflow app, which forms part of a multi-million-pound upgrade it embarked on three years ago. The white-label app, set to land in the summer, is ...

Advice firms face growing economic pressure from ageing client bases and relatively small average portfolio sizes, according to Dynamic Planner chief executive Ben Goss. Speaking at the firm’s annual ...

Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Welcome to Finextra. We use cookies to help us to deliver our services. You may change ...

Distribution Technology has launched a new fund rating classification scheme for advisers. The ACE - which stands for asset, consistency and efficiency - fund rating scheme is the latest change to ...