Software, training and support services provider PlanHappy is to launch an adviser platform.

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Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice.

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Less than two in five (38%) UK adults would turn to a financial adviser for advice on their finances, according to a new report.

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Fixed income funds saw outflows of £356m in August, the first outflows since October 2022.

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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.

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Wealth manager and Financial Planner Quilter has added co-branding to its adviser platform.

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Financial Planning group Tavistock has seen an improvement in trading after last month reporting a loss of nearly £1m.

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The Personal Finance Society has launched a Consumer Duty digital learning tool for Financial Planners.

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Wednesday, 04 October 2023
Articles

Wealth manager Killik & Co has launched an actively-managed Gilt Saver Service.

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Financial Planners are getting behind the seventh World Financial Planning Day which runs today (Weds 4 Oct).

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