Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice.
Less than two in five (38%) UK adults would turn to a financial adviser for advice on their finances, according to a new report.
Fixed income funds saw outflows of £356m in August, the first outflows since October 2022.
John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.
Wealth manager and Financial Planner Quilter has added co-branding to its adviser platform.
Financial Planning group Tavistock has seen an improvement in trading after last month reporting a loss of nearly £1m.
The Personal Finance Society has launched a Consumer Duty digital learning tool for Financial Planners.
Wealth manager Killik & Co has launched an actively-managed Gilt Saver Service.
Financial Planners are getting behind the seventh World Financial Planning Day which runs today (Weds 4 Oct).
The demand for Financial Planning is growing, according to a new report.