Dynamic Planner

Partnership intended to improve client data transfer for financial advisers

Dynamic Planner finds reports up 100%

Research includes the past performance of over 900 DFM MPS

The new app ‘Tram’ will help clients track progress of financial plans

‘Sustainable investment options do not offer a free lunch'

The launch will assist advisers in single strategy fund selection

A fifth of advisers use tools provided by platforms

Advice is in high demand with firms seeing increase in new client enquiries

Despite this, advice firms are confident Consumer Duty has been met

A review of clients’ views on sustainability