Yasmina Siadatan

Dynamic Planner, the UK’s leading digital advice platform, has added Isio’s Managed Portfolio Service (MPS) range to its risk profiled investment universe. The Isio MPS range was launched in April 2025 and provides access to co-created funds, founder share classes and alternative assets not typically found in MPS portfolios. At the heart of the approach, […]

“At the end of the day, it’s people powered by technology” Sam Wallis- Managing Director New Leaf Distribution Twenty years in financial services has meant operating through entire market cycles, regulatory overhauls, and a wave of technological evolution. For New Leaf Distribution (New Leaf) longevity isn’t just a badge of honour — it’s proof of […]

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 […]

Dynamic Planner, the UK’s leading digital advice platform, has added Timeline’s Classic and Tracker model portfolios to its range of over 1000 risk profiled model portfolio solutions. As one of the fastest growing DFMs, Timeline joins over 150 investment managers and 1800 investment solutions on Dynamic Planner. These are the first Timeline portfolios to be […]

Dynamic Planner, the UK’s leading digital advice platform, is set to launch ‘Connected’ a brand-new podcast designed to inform, inspire and connect professionals across the investment and advice industry with the issues that matter. Hosted by Cherry Reynard, a financial journalist with over twenty years of experience, Connected will feature expert insights and thought-provoking conversations. […]

Dynamic Planner, the UK’s leading digital advice platform, is now risk rating Aubrey Citadel Fund. Aubrey Capital Management is a specialist boutique manager with a distinctive investment approach, primarily focused on global equities. Founded in 2006, it manages £795 million of client assets across long only growth equity strategies and a diversified, macro-driven strategy. The […]

Dynamic Planner, the UK’s leading risk-based financial planning system is now risk profiling Albemarle Street Partners’ ASPIM Growth range on its platform. The ASPIM Growth range consists of 11 distinct portfolios – ASPIM Growth 2 – 10, ASPIM Growth Equity and ASPIM Growth Unconstrained – that are designed to align with various risk profiles and […]

Dynamic Planner, the UK’s leading risk-based financial planning system, is now risk rating Marlborough’s managed portfolio solutions (MPS) range. Marlborough’s MPS portfolios are now risk profiled along with over 900 other MPS solutions on the platform and will be available within Dynamic Planner’s DFM MPS Report Service. The 21 portfolios target seven different levels of […]

Dynamic Planner, the UK’s leading risk based financial planning system, has teamed up with Salesforce, the #1 AI CRM. The agreement makes Dynamic Planner the first and only UK based wealth planning partner for Salesforce. This collaboration enables firms using Salesforce to underpin their financial planning process with Dynamic Planner, with Salesforce customers seeing many […]

Advice firms will need to embrace app technology to attract and retain the next generation of clients, but the opportunity is not limited to younger age groups. We commissioned research from AdviserSoftware.com, a division of FTRC, to explore the potential for technology to broaden access to financial planning and open up new markets for advice […]