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Five opportunities for advisers to thrive in 2023

Five key themes are expected to play out in 2023 each of which offers advisers who embrace them the opportunity to build their businesses ....

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The Morning Briefing: Are there more vulnerable clients than you think?

Good morning and welcome to your Morning Briefing for Friday 9 December 2022. To get this in your inbox every morning click here. Are advisers underestimating the number of vulnerable clients? As the cost-of-living crisis is exacerbating, our chief reporter Lois Vallely looked into clients in vulnerable ....

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DC Advisory advised FPE Capital on its investment in Dynamic Planner

FPE Capital LLP (FPE) is a UK-based specialist growth private equity investor focussed exclusively on the software, services and data sectors Dynamic Planner, headquartered in the UK, is a leading software provider to the wealth management sector Through its intuitive and multiple award-winning platforms, Dynamic Planner enables financial planning ....

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Dynamic Planner signs 'significant' private equity investment deal

Private equity house FPE Capital has made a “significant investment” in Dynamic Planner to boost its ambitious growth plans. ....

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The Morning Briefing: Dynamic Planner growth and GBST hires

Good morning and welcome to your Morning Briefing for Thursday 14 July, 2022. To get this in your inbox every morning click here. Dynamic growth Private equity has a keen interest in the advice sector and its latest move involves Dynamic Planner. UK software focussed private equity growth firm FPE has made a ....

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