Dynamic Planner and Plannr connect client data with the wider digital advice journey
Dynamic Planner, the UK’s leading AI-powered digital advice platform, has launched an integration with Plannr, connecting client records with Dynamic Planner’s trusted data, deterministic analysis and advice workflows. The companies have a long-term agreement, with further integrations planned. The initial integration enables client information held in Plannr to flow into Dynamic Planner, while risk results […]
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 […]
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 […]