Opinion

Accurately risk profiling your clients and subsequently matching them with suitable investments has arguably never been in sharper focus than it is today. Financial markets dropped more dramatically, by broadly 25%, than ever before from 16-19 March this year. Of course, as a result, it is vital, amid such volatility, for a client’s portfolio to […]

By Chris Jones, Proposition Director In a capitalist free-market society, I have a choice to use the fruits of my labour to buy things from a company or buy parts of a company. But, because I am human I rarely think about it and invariably spend more on buying things because I get immediate gratification. […]

This year and particularly since mid-March, the whole financial services industry and indeed world has changed in ways few of us could have imagined. The provision of financial advice has always been a very sociable and personal service. Many times in discussions with Dynamic Planner users over the years, I have been told that firms’ […]

The coronavirus crisis has turned lives and habits upside down, almost overnight, in 2020. All of us, across the UK and globally are coping and managing the best we can. From 17 March in the UK, huge numbers of us, following government advice, began working from home indefinitely, against the broader backdrop of being increasingly […]

The coronavirus pandemic – with enormous speed and significance – has impacted almost every aspect of our lives in the UK in recent days and weeks. From mid-March, huge numbers of us began working from home indefinitely, against the broader backdrop of being increasingly told by the government to avoid trips outside and contact with […]

Our natural desire for human contact creates a logistical challenge clearly, at the moment. Obviously, we’re used to seeing people face-to-face and currently that’s simply not possible. I would urge you to look at Dynamic Planner’s Client Review process and report that we put together and released exactly for times like this. Within the report, […]

The coronavirus pandemic – with enormous speed and significance – has impacted almost every aspect of our lives in the UK in recent days and weeks. Early last week, huge numbers of us began working from home indefinitely, against the broader backdrop of being increasingly told to avoid trips outside and contact with others. The […]

When you see empty shelves in the supermarkets and people panic buying on TV, you can’t stop feeling that you are going to miss out – even though all the experts tell you that you won’t. In much the same way with investment portfolios and despite the fact that we knew that we were taking […]

The Chief Investment Officer Panel – where leading UK fund managers debate the big issues of the day – is always a real draw at Dynamic Planner’s Annual Conference. This year was certainly no different. On 5 February, fittingly amidst the history and heritage of the IET in London, six CIO’s, or their equivalents, gathered […]

Annual suitability reviews for clients are today being delivered by advice firms against a backdrop of greater fee transparency and more volatile markets than was typical in the long bull run following the global financial crisis. As a result, firms have come under pressure to deliver reviews – very often representing their core income – […]