Financial Planning Archives - Page 4 of 7 - Professional Paraplanner

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Expect a year of change, says Dynamic Planner CEO

3 January 2025

Technology and regulation will transform the landscape in 2025, says Dynamic Planner CEO Ben Goss Dynamic Planner’s CEO Ben Goss believes that change is on the cards in 2025 for a financial planning industry that’s embracing the power of technology as regulation redraws the map. Key themes expected to play out over the course...

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New regulations forcing advisers to move upmarket

23 December 2024

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Strong demand for vulnerable customer expertise

17 December 2024

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78% of paraplanners say workload has increased in past year

13 December 2024

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FCA sets out targeted support proposals

12 December 2024

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Comment: Targeted support – consumers must understand the difference

12 December 2024

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Dynamic Planner enhances cashflow tool capabilities

11 December 2024

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Phoenix Insights opens research into targeted support use and risks

11 December 2024

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Industry must break down barriers to advice

6 December 2024

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