
Dynamic Planner launches Connected, a new podcast for the investment and advice industry
Dynamic Planner, the UK’s leading digital advice platform, is set to launch ‘Connected’ a brand-new podcast designed to inform, inspire and connect professionals across the investment and advice industry with the issues that matter. Hosted by Cherry Reynard, a financial journalist with over twenty years of experience, Connected will feature expert insights and thought-provoking conversations. […]

Record £100bn client holdings seen as Consumer Duty marks 2nd year
Ahead of the 2nd anniversary of Consumer Duty on 31st July, Dynamic Planner, the UK’s leading digital advice platform, now has a record £100bn of client holdings, while the number of client reviews taking place since August 2023 has increased by 69%. Analysis of Dynamic Planner data which covers over 40% of the UK advice […]

Advice 2025: 1 in 2 firms look to segment clients ahead of Advice Guidance Boundary Review outcome
Advice 2025, a new independent survey from Dynamic Planner, the UK’s leading digital advice platform, has found that ahead of the Advice Guidance Boundary final policy proposals, 1 in 2 firms are reviewing their client bases for potential segmentation. While advice firms have worked hard to embed the requirements of Consumer Duty in their processes, […]