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, Financial Services Director Chris Jones and Head of Product 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.
Funds | Markets | Opinion
May market update – resilience amid uncertainty
Market update – resilience amid uncertainty Markets continued to recover over the month, with stronger returns across the Dynamic Planner benchmarks, reflecting improving investor sentiment and a renewed willingness to engage with risk assets. While geopolitical and macroeconomic uncertainty remained firmly in the background, markets increasingly appeared willing to look through near-term disruptions and refocus […]
Press Release | Staff
Dynamic Planner makes new appointments to power growth in AI-led world
Dynamic Planner, the UK’s leading AI-powered digital advice platform, has made three senior appointments to accelerate its next phase of AI-led growth. Rory McLaren joins as Chief Technology Officer, a highly respected technologist with deep institutional experience in artificial intelligence and regulated financial services. Rory holds a First-Class degree in Computer Science with an […]
Funds | Markets | Opinion
April market update – from shock to stabilisation
Chart 1 April saw a clear recovery across the Dynamic Planner Benchmarks, with returns increasing alongside risk profiles. DP4 returned 2% over the month, while DP7 rose 5.3% [see chart 1], reflecting a strong equity-led environment in which higher-risk portfolios outperformed. North America remained the largest contributor across most portfolios, supported by continued strength in […]