Financial planning is on the cusp of a “golden age”, according to Dynamic Planner chief executive Ben Goss, as growing demand can be more easily met through the adoption of technology.
Speaking at the firm's tenth annual conference, he said regulation and technology were the backdrop against which financial advice and planning "is made more accessible than ever before". Goss said more than four million people took advice in 2020, and demand was growing rapidly as people emerge from the pandemic with different priorities. He said: "The regulator and the Treasury both want to see more people accessing the financial advice they need to make long term investment decisions, and combined with the huge adoption of internet and video communication over the last two years, a...
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