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Advice-grade AI | Service
Four Questions Advice Firm Leaders Should Take to The Board – Mills Review
We’ve long believed that closing the advice gap means making trusted advice accessible at scale with technology. Last week, the FCA’s own review of AI in financial services set out the framework for the industry to actively embrace AI and move rapidly in this direction. The Mills Review from the FCA is the first of […]
Opinion | Press Release
Industry-wide AI adoption surges
Dynamic Planner, the UK’s leading AI-powered digital advice platform, has found that the number of advice professionals already using AI has risen significantly by 46% since 2025, with 2 in 5 (41%) now using it. Most striking, is that the ‘do not plan to use’ group no longer exists and 1 in 7 (14%) are […]
Markets | Press Release
Iran conflict dealt blow to UK financial happiness, but recovery swift, finds Dynamic Planner Financial Happiness Index™
Financial happiness fell following US-Israel-Iran conflict in March 2026, yet both investment performance and financial happiness rebounded strongly within weeks Speed of recovery suggests investors developing greater resilience to geopolitical shocks, with financial happiness now back above pre-Iran conflict levels Index tracks prior months’ S&P 500 performance with striking consistency The latest findings from […]