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Dynamic Planner launches Mifid II reporting tool

Dynamic Planner has fully launched its Elements tool today which focuses on helping advisers with Mifid II charge disclosures.

The tool is part of a three-year, £5m programme of upgrades from the business.

The first stage of the programme was launched in January after 18 months of development and is the front runner in the new upgrades.

Dynamic Planner chief executive Ben Goss says: “Mifid II poses a significant challenge and opportunity for the industry, arguably greater than RDR ever did because it requires firms to change the ongoing service they provide to their clients.

“As the FCA places increasing emphasis on transparency and disclosure of charges, and encourages firms to demonstrate value for money, Dynamic Planner Elements uniquely helps them do this in a single end to end process.

“Elements is a key part of our strategy to scale our position as firms’ number one service for ensuring investment suitability. We look forward to making further announcements over the coming two years.”


Schroders sets date for financial planning clients’ move to new platform

Schroders has confirmed that all existing Lloyds financial advice clients will transition to the Fusion platform from next month onwards, as its planning joint venture with the bank has officially launched. Yesterday, 500 staff formally transferred to Schroders Personal Wealth. The new planning business will be available to current Lloyds advice customers from the summer, […]

Bill McQuaker: Global picture continues to get murkier

US outlook appears slightly pessimistic as fears over trade wars resurface We are now well into the second quarter of this year and the profound risk-on move that looked so well established has been stopped in its tracks by renewed trade tensions. Risk assets have benefited over the year to date from market optimism, resulting […]

Vodafone – canary in the coal mine?

Vodafone, one of the most important and popular income stocks in the UK, is to cut its dividend by 40% as a result of high-debt levels and the costly effect of 5G rollout. The share price has already fallen c.19% year-to-date as investors have become increasingly concerned about its dividend and overall leverage – and […]

Get your New Year off to a flying start

Ross Jackson, Senior Marketing Manager There’s no denying that these days we expect things quickly. You might have noticed it first-hand during the flurry and rush of the Christmas period. The fact is that in a world of smartphones, social media and click and collect, most clients expect to get an instant response and a […]


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