Ex-IFP President joins new Financial Planning board
- Tuesday, 09 December 2014
- Articles
A former IFP president has been named on a new Financial Planning advisory board set up by a technology firm.
Read more...Carmignac added to Distribution Technology risk ratings
- Friday, 16 May 2014
- Articles
Two of Carmignac's funds are now risk-rated by Distribution Technology, a provider of risk profiling and Financial Planning tools for advisers.
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Distribution Technology announces tie up with Cofunds
- Wednesday, 04 December 2013
- Articles
Distribution Technology (DT), a provider of Financial Planning and practice management technology, has announced a new integration with Cofunds, the investment platform.
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Planner clients more risk averse in 2013 says report
- Friday, 15 November 2013
- Articles
Reading-based Distribution Technolgoy (DT), a provider of Financial Planning and practice management technology, says its newly-launched Dynamic Planner Intelligence report shows that planners' clients have become more risk averse in the past six months.
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