Advisers sceptical of technology closing advice gap
- Monday, 11 November 2019
- Articles
New research from VitalityInvest has found almost half (44%) of advisers do not believe technology can play a role in helping to close the advice gap - the gap between those with and without access to affordable financial advice.
Read more...Dynamic Planner forges new fintech partnerships
- Tuesday, 28 May 2019
- Articles
Dynamic Planner, the digital risk profiling and asset allocation investment service, has announced the launch of three major new integrations with leading industry providers.
Read more...VitalityInvest to hand back first year product charges
- Friday, 15 March 2019
- Articles
Clients taking out a new VitalityInvest ISA, Junior ISA or Retirement Plan by 5 April will have their first year’s product charges refunded after 12 months.
Read more...VitalityInvest launches structured products fund range
- Friday, 25 January 2019
- Articles
VitalityInvest has launched two new funds in partnership with Investec Bank, in their new Protector Fund range, that it says will offer advisers more diverse opportunities for growth and returns for their clients.
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