Dynamic Planner hires new MD for European expansion
- Tuesday, 22 March 2022
- Articles
Financial Planning fintech Dynamic Planner has recruited a new managing director for Europe to lead expansion on the continent.
Read more...Ex-Voyant veteran Freeman backs fintech start-up
- Monday, 07 March 2022
- Articles
Industry veteran Bob Freeman, the former chief operating officer and launch director of cashflow modeller Voyant in the UK, is to invest in a fintech which aims to give accountants more ability to offer Financial Planning services.
Read more...Financial Planning set for ‘golden age’
- Wednesday, 02 February 2022
- Articles
The Financial Planning profession is set for a “golden age” of growth, Ben Goss, the CEO of planning fintech firm Dynamic Planner has predicted.
Read more...US fintech buys adviser platform provider Hubwise
- Friday, 10 December 2021
- Articles
US fintech SS&C Technologies Holdings is to acquire the UK B2B investment platform Hubwise Holdings for an undisclosed sum.
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