Keep up to date with latest news, analysis and financial planning opinion by subscribing to the Dynamic Planner blog. Hear opinion and analysis from senior Dynamic Planner team members, including CEO Ben Goss, Financial Services Director Chris Jones and Head of Product Josh Knight. Read guest posts from leading asset managers, offering their unique view and insight on markets and the impact for investors – your clients. And we, of course, post regularly with news of latest Dynamic Planner enhancements and data analysis, alongside the thoughts of advice firms in our rich user community.
Funds | Markets | Opinion
August Market update – the AI trade wobbles and bonds offer no shelter
(Chart 1) It was a tough month for Dynamic Planner benchmark portfolios. Returns ranged from -1.2% (Dynamic Planner 4) to -2.6% (Dynamic Planner 7) (Chart 1), with higher-risk portfolios bearing the brunt of a broad-based equity and fixed-income selloff. The pattern was clear: risk assets suffered, defensive positioning paid. Geopolitical shock dominates The shift came […]
Advice-grade AI | Service
Four Questions Advice Firm Leaders Should Take to The Board – Mills Review
We’ve long believed that closing the advice gap means making trusted advice accessible at scale with technology. Last week, the FCA’s own review of AI in financial services set out the framework for the industry to actively embrace AI and move rapidly in this direction. The Mills Review from the FCA is the first of […]
Opinion | Press Release
Industry-wide AI adoption surges
Dynamic Planner, the UK’s leading AI-powered digital advice platform, has found that the number of advice professionals already using AI has risen significantly by 46% since 2025, with 2 in 5 (41%) now using it. Most striking, is that the ‘do not plan to use’ group no longer exists and 1 in 7 (14%) are […]