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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!

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Shackleton Fireside Chat with Dynamic Planner

Customer experience at scale, underpinned by interoperable technology. Shackleton unites regional champions to build “Britain’s financial adviser.” Paul Feeney, Founder and CEO Shackleton Shackleton has brought together ten regional market leaders in independent financial advice, guided by values of authenticity, transparency and respect. The mission is simple: put the customer first, everywhere, and scale that […]

Benchmark Asset Allocation: week ending 17 October 2025

Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]

Benchmark Asset Allocation: week ending 10 October 2025

Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]