Dynamic Planner integrates system with CURO
Allowing all client information and valuation data to automatically pull through to different processes
Orbis Investments: Advisers not prepared for changing investment landscape
More volatile inflation could break the trends that have boosted growth and passive strategies
Alternatives | 3 Oct 23
Royal London makes senior hire as it eyes up private markets
Who was previously chief investment officer of private and alternative assets at M&G
Investors increasingly turning to advisers when making investment decisions
As their risk appetite for investing increases
UK wealth manager makes double acquisition
Adding £220m in assets under management