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Why younger clients are an opportunity firms should not overlook

Diversifying the age range of clients served by capturing young clients early in their journeys is a form of future-proofing, writes Yasmina Siadatan

United kingdomInstitute for fiscalTime investmentsFiscal studiesIntergenerational wealth reportUrban synergyYasmina siadatanDynamic plannner

Dynamic Planner integrates system with CURO | International Adviser

Dynamic Planner integrates system with CURO | International Adviser
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.

Roland rawicz szczerboYasmina siadatanDynamic planner

Dynamic Planner boosts client report efficiency with latest integration

Financial advisers who use Dynamic Planner are now able to streamline data and transfer client reports after its latest integration.

Yasmina siadatanDynamic plannerDynamic planner

Dynamic Planner partners with Time4Advice on data integration

Dynamic Planner has partnered with Curo from Time4Advice to provide data integration to advisers and their clients. The technology provider said advisers using the integration will be able to “securely” move clients’ data and reports between Curo and Dynamic Planner.

Yasmina siadatanRoland rawicz szczerboDynamic planner

PortfolioMetrix Core funds now risk profiled on Dynamic Planner

PortfolioMetrix Core funds now risk profiled on Dynamic Planner
ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.

Yasmina siadatanBen peeleDynamic plannerChief revenue officer

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