Looking ahead, Goss says he is as excited now about the prospect of Dynamic Planner and the industry as he was 20 years ago.
He says: "We are entering a new era for the industry with the advent of consumer duty, and an increasingly digital world where technology powering advice is now essential to deliver suitable and sustainable portfolios through engaging financial planning.
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"It’s a huge opportunity for us to bring what we do to millions more investors and even more advice firms."
Ima Jackson-Obot is deputy features editor of FTAdviser
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