Ex-IFP President joins new Financial Planning board

A former IFP president has been named on a new Financial Planning advisory board set up by a technology firm.

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Carmignac added to Distribution Technology risk ratings

Two of Carmignac's funds are now risk-rated by Distribution Technology, a provider of risk profiling and Financial Planning tools for advisers. Read more...

Distribution Technology announces tie up with Cofunds

Distribution Technology (DT), a provider of Financial Planning and practice management technology, has announced a new integration with Cofunds, the investment platform. Read more...

Planner clients more risk averse in 2013 says report

Reading-based Distribution Technolgoy (DT), a provider of Financial Planning and practice management technology, says its newly-launched Dynamic Planner Intelligence report shows that planners' clients have become more risk averse in the past six months. Read more...
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