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Advisers who are part of the Quilter Financial Planning network will now have access to Dynamic Planner after the two organisations agreed a long-term partnership. ....
Dynamic Planner (DP) and Quilter Financial Planning (QFP) have entered into a long-term partnership agreement. DP already works closely with Quilter Investors, Quilter Cheviot and the customer proposition team. ....
Dynamic Planner has appointed Michael Whitfield as its new board chair following FPE’s investment last year. He replaces Neil Brown who has held the role for several years. ....
Money Marketing continued its MM Meets for the second year running. This year again, our journalists got to know high-profile players at advice firms, platforms, providers and more. Take a look at our highlights from 2022 and be ready for more high-profile interviews in 2023. ....
The past year has flown by. Since I wrote my November 2021 cover story about consolidation in the IFA space, a lot has happened. Perhaps the most headline-grabbing deal of 2022 was Aviva’s purchase of Succession Wealth for £385m. Aviva’s thinking was obvious it wanted to boost its presence in the advice market. ....