Opinion
How can we build clients’ resilience in volatile market times?
A schooling in psychology drives LOUIS WILLIAMS – Head of Psychology & Behavioural Insights at Dynamic Planner – to question what we know about your clients, people who invest. By learning more, he believes we can help them weather financial crises better in future We know, according to research, that someone’s emotional state can strongly […]
Volatility – Friend or foe for your client’s portfolio?
JIM HENNING, Head of Investment Services at Dynamic Planner, shines a revealing light on risk and volatility and the starkly different impacts they can have on a client’s portfolio in accumulation, as opposed to decumulation. Here, Jim contrasts the conflicting experiences of pound cost averaging and pound cost ravaging and what they mean for your […]
How can you best communicate recommendations to clients for advised portfolios?
By Chris Jones, Proposition Director Last year’s crisis vindicated a ‘stay invested’ message to clients and once again underlined the value of diversification through multi-asset investing. Having said that, we have all seen since the social and economic uncertainty which has continued to drive increased volatility in markets. As we become increasingly accustomed to the […]
2021 will demand even more from advisers, but they will rise to the challenge
Dynamic Planner’s CEO Ben Goss sets out below what he believes the next 12 months has in store for the financial planning industry. He says: “Nobody could have predicted the impact of COVID at the beginning of 2020, and the effect it has had – and is still having – on just about every area […]
New Cash flow planning in Dynamic Planner – What does one compliance expert think?
[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text] By Alistair MacDougall, Technical Manager, ATEB Consulting As a leading compliance consultancy and provider of Suitability, the widely used report writing […]
Cash flow planning for your clients caught out by early ‘retirement’
By Chris Jones, Proposition Director, Dynamic Planner We are increasingly accustomed today to carefully managing our own retirement date. However, wider events, as we have witnessed in 2020, can quickly overtake the best laid plans, thus reminding us of the importance of cash flow planning. It has been widely reported this year that the Covid-19 […]
Stress testing Dynamic Planner’s Asset Risk Model. Plus, cash flow planning with confidence
6min read Abhimanyu Chatterjee, Dynamic Planner’s Chief Investment Strategist, discusses the hot topic of inflation amid increasing concerns it could soon rapidly rise. How has it been viewed over time? What are arguments both for and against? Abhimanyu then analyses what could happen next before outlining four extreme inflation scenarios Dynamic Planner has run to […]
Cash flow planning – What are the pitfalls? And how do you overcome them?
Heather Richards – Head of Actuarial Insight at Dynamic Planner – looks closely at cash flow planning tools under a regulatory microscope.
Cash flow planning: How can you best use it today for your clients?
Dynamic Planner CEO Ben Goss explores the complexity of effectively planning for retirement in 2020. How has today’s landscape changed in only the last 10 years? What key ‘unknowns’ should you consider today for a client entering retirement? How does cash flow planning software help? How has ‘stress testing’ a client’s investment portfolio helped? What […]
News from the Dynamic Planner Investment Committee – Q3 2020
The Investment Committee reviewed the performance of the benchmark asset allocations and noted their great resilience in weathering the extreme market turmoil post the Covid outbreak, with all staying within, or very close to, their expected annual Value at Risk (VAR) limits. The benefits of portfolio diversification provided by Dynamic Planner’s Asset Risk Model can […]