Chris Jones
Firms are delivering on their commitment to provide ongoing advice
by Chris Jones, Chief Product Officer, Dynamic Planner The Financial Conduct Authority have published the long-awaited findings of its review into the delivery of ongoing advice – and the news is good. In 83% of cases where firms had committed to providing suitability reviews, those reviews were delivered. In 15% of cases, clients either declined […]
Dynamic Planner sees number of reports surge to over 100,000 a month in June as Consumer Duty anniversary nears
Dynamic Planner, the UK’s leading risk based financial planning system, has analysed the data* of the 40% of the UK advice market it serves ahead of the anniversary of Consumer Duty. In the past 12 months, Dynamic Planner has seen exponential growth in usage as its technology is increasingly adopted and utilised to solve the […]
Dynamic Planner boosts DFM research capabilities
Dynamic Planner, the UK’s leading risk based financial planning system, has added a new level of granularity to researching and reviewing the performance of DFM model portfolios. As part of Dynamic Planner’s continued expansion of its in Research capability, past performance for over 900 DFM MPS solutions currently risk profiled has been added and Dynamic […]