Business & Development
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Twenty7tec integrates with FinCalc to boost adviser planning
Twenty7tec has announced the next step in the evolution of its innovative CRM system. The leading financial adviser platform has rolled out the first…
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5 challenges advisers face in first client meetings (and how to overcome them) by Melissa Kidd
Melissa Kidd is Director of Motem Ltd and has done some fascinating research into the challenges which advisers report having in conducting…
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Dynamic Planner launches Connected, a new podcast for the investment and advice industry
Dynamic Planner, the UK’s leading digital advice platform, is set to launch ‘Connected’ a brand-new podcast designed to inform, inspire and connect…
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1 in 3 financial advisers believe they could take on 20+ more clients if their systems were fully integrated
FE fundinfo, the leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, has revealed nearly a…
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Over three quarters of advisers want to grow their assets under advice – new guide reveals biggest growth enablers
Today, NextWealth and Aegon have launched a new guide to support financial advisers in growing their business, entitled Organic Growth for Financial Advice…
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PFS announces £1million investment in talent initiatives for financial planning profession – 23 July 2025
At an event held in central London today (23 July 2025), Carla Brown, President of the Personal Finance Society (PFS), announced a…
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Dynamic Planner sees record £100bn client holdings as consumer duty marks 2nd year
Ahead of the 2nd anniversary of Consumer Duty on 31st July, Dynamic Planner, the UK’s leading digital advice platform, now has a record £100bn…
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New research provides key insights on the future of advice and demand for new advice services
New insights from AdviserSoftware.com’s “Building the Business Case for Digital Advice” study shows these conclusions have been reached by understanding consumer preferences considered by…
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Built by advisers, for advice professionals – Pilot practice management system launches to help fix financial planning from the inside out
Pilot practice management system launches to help fix financial planning from the inside out! A new UK-built practice management software firm has…
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7IM overhauls transfers as part of major platform transformation
7IM today announces a major overhaul of its transfer process, marking a key milestone in its multi-million-pound, multi-year investment into its award-winning…
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