In a profession often shaped by constant change – regulatory, economic and technological – it’s more important than ever to understand how advice firms are responding, to inform the wider industry and help to create a picture for the future. That’s why we’ve launched Advice 2025: a new annual health check for the UK advice […]

by Dr Louis Williams, Head of Psychology and Behavioural Science How do your clients interpret past performance? Is the information you provide valuable, or could it be leading them to make poor decisions? Under the consumer understanding outcome of Consumer Duty, the FCA wants firms to support customers to make informed decisions by giving them […]

Dynamic Planner, the UK’s leading digital advice platform, has relaunched Content Hub, which is free to use and available on its website. Financial planning professionals now have a revitalised range of articles, data, analysis and insight at their fingertips – all designed with clients in mind, to ensure compliance and support an engaging and informative […]