Ben Goss

In the dark days pre-RDR, firms might ask whether a client was high, medium or low risk. If they gave the middle answer, the client would be prescribed a ‘balanced’ fund made up of a mix of asset types: cash, bonds, equities, and property. As with any population, most people fall in the middle of […]

2017 has been another fantastic year for the Dynamic Planner service. These are just some of the highlights.   440,000 Dynamic Planner broke all records this year – including the highest number of users, the highest number of end investors advised (440,000) in a year, the greatest use of the iPad/iPhone app and the highest […]