Subscribe to the Dynamic Planner blog

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, Proposition Director Chris Jones and Product Manager 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. We’d love to have you on board!

Read the Dynamic Planner Journal

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. […]

blue heart with circuit board background

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, […]