Half of advice firms are reviewing their client bases for potential segmentation ahead of the FCA’s Advice Guidance Boundary Review outcome, according to a new report.

Nearly nine out of 10 financial advisers (86%) expect client numbers to grow over the next 12 months, according to a major adviser survey published today.

Wealth manager St James’s Place has partnered with Dynamic Planner to add new client risk profiling services for its advisers.

Financial Planning software provider Dynamic Planner has teamed up with online business management system Salesforce, the AI CRM.

Financial Planning software provider Dynamic Planner has announced a new CRM integration with Adviser Cloud.