Advice 2025 – A survey of UK financial advice firms
In a profession often shaped by constant change – regulatory, economic and technological – it’s more important than ever to understand how advice firms are responding, to inform the wider industry and help to create a picture for the future. That’s why we’ve launched Advice 2025: a new annual health check for the UK advice […]
What eye tracking tells us about presenting past performance to clients
by Dr Louis Williams, Head of Psychology and Behavioural Science How do your clients interpret past performance? Is the information you provide valuable, or could it be leading them to make poor decisions? Under the consumer understanding outcome of Consumer Duty, the FCA wants firms to support customers to make informed decisions by giving them […]
Dynamic Planner relaunches Content Hub
Dynamic Planner, the UK’s leading digital advice platform, has relaunched Content Hub, which is free to use and available on its website. Financial planning professionals now have a revitalised range of articles, data, analysis and insight at their fingertips – all designed with clients in mind, to ensure compliance and support an engaging and informative […]
Our Chief Investment Strategist talks Liberation Day
Liberation Day has arrived – and we can’t say we weren’t warned. But the way forward is still unclear. Even the most experienced Trump watchers, used to a more rhetoric-driven, flip-flop approach, have been caught on the wrong foot. Knowing the incumbent president’s love of the “art of the deal”, trade rhetoric and executive orders […]
How can we offer women greater inclusion in financial planning and increased confidence and resilience?
For this year’s International Women’s Day we analysed the difference in men and women’s attitudes towards investing. The analysis is based on the data from our market leading suite of psychometric client profiling questionnaires, used by over 40% of advisers in the UK to support more than two million investors. This rich dataset allows us […]
Digitalisation of the financial planning process could be the gamechanger that women need
Last year, FTRC undertook research with Opinium on behalf of Dynamic Planner with 4,000 members of the public.* We commissioned the survey to explore the opportunity for technology to narrow the advice gap, after Dame Harriett Baldwin, MP, gave a keynote at the 2024 Dynamic Planner Conference where she said: “Only the rich, the 8%, […]
Firms are delivering on their commitment to provide ongoing advice
by Chris Jones, Chief Product Officer, Dynamic Planner The Financial Conduct Authority have published the long-awaited findings of its review into the delivery of ongoing advice – and the news is good. In 83% of cases where firms had committed to providing suitability reviews, those reviews were delivered. In 15% of cases, clients either declined […]
Aubrey Citadel Fund now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading digital advice platform, is now risk rating Aubrey Citadel Fund. Aubrey Capital Management is a specialist boutique manager with a distinctive investment approach, primarily focused on global equities. Founded in 2006, it manages £795 million of client assets across long only growth equity strategies and a diversified, macro-driven strategy. The […]
Dynamic Planner unveils 2025 developments set to transform financial advice
Integration of AI into Dynamic Planner’s platform targeted to take annual review report production from 5 minutes to sub 5 seconds AI Charter published to set out how AI will be applied safely within Dynamic Planner Launch of Dynamic Planner Insights delivers actionable intelligence for firms including on their ongoing servicing Holistic, engaging fact find […]
St. James’s Place partners with Dynamic Planner to provide client risk profiling at scale
St. James’s Place (SJP), the UK’s largest wealth manager, has entered into a long-term partnership with Dynamic Planner, the UK’s leading digital advice platform, to provide comprehensive client risk profiling services. Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff. This collaboration supports SJP’s commitment to delivering quality, […]
Albemarle Street Partners’ ASPIM Growth range now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading risk-based financial planning system is now risk profiling Albemarle Street Partners’ ASPIM Growth range on its platform. The ASPIM Growth range consists of 11 distinct portfolios – ASPIM Growth 2 – 10, ASPIM Growth Equity and ASPIM Growth Unconstrained – that are designed to align with various risk profiles and […]
The emotional side of life beyond work
By BNY Investments Retirement is often portrayed as a time of unambiguous pleasure – long holidays, time with family and friends, the pursuit of hobbies and interests. The reality is not always so benign. While retirees may relish escaping their more difficult colleagues or a tyrannical boss, retirement brings its own pressures. Retirement is ranked […]
Dynamic Planner enriches ATR with launch of Financial Personality Insights
Dynamic Planner, the UK’s leading digital advice platform, has enhanced its market leading Attitude to Risk (ATR) questionnaire with the launch of Financial Personality Insights. This equips advisers with a deeper understanding of their client behaviours, thoughts and emotions around financial risk, unlocking more levels of personalised financial advice than ever before. Developed by Dr […]
What’s happening in bond markets?
By Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner Since September 2024, there has been a marked increase in yields in the Fixed Income markets. Within the UK and its popular press, the move in UK Gilts has featured prominently with lengthy discussions on the whys and therefore, but when placed in the global perspective, […]
Marlborough’s MPS portfolios now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading risk-based financial planning system, is now risk rating Marlborough’s managed portfolio solutions (MPS) range. Marlborough’s MPS portfolios are now risk profiled along with over 900 other MPS solutions on the platform and will be available within Dynamic Planner’s DFM MPS Report Service. The 21 portfolios target seven different levels of […]
Technology and regulation will transform the landscape in 2025
Dynamic Planner’s CEO Ben Goss believes that change is on the cards in 2025 for a financial planning industry that’s embracing the power of technology as regulation redraws the map. Key themes expected to play out over the course of 2025 are: Regulation reshapes the market: In the wake of Consumer Duty, some financial planning […]
Dynamic Planner’s Outlook for 2025: Government policies are causing volatility while corporates remain in good stead
With 2024 the year of elections and approximately 25% of the global population exercising their right to vote, the potential outcomes and a combination of change and uncertainty are still evolving. As the dust settles, Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner, the UK’s leading digital advice platform, has outlined what he expects to […]
Dynamic Planner appoints Rowan Whittington as Growth Director for Tram to drive digital advice transformation
Dynamic Planner, the UK’s leading digital advice platform, has appointed Rowan Whittington as Growth Director for Tram, marking a significant step in its mission to revolutionise digital engagement in the UK advice market. Tram is the UK’s first white labelled app for advisers, allowing them to transform client engagement at scale. Rowan joins Dynamic Planner […]