Opinion
The importance of fact finds: Go beyond the client’s words, urges the FCA’s Debbie Gupta
The FCA’s Debbie Gupta delivered an impassioned and heartfelt keynote at the climax of Dynamic Planner’s 2020 Annual Conference, at the IET in London. The industry regulator’s Director of Life Insurance and Financial Advice Supervision presented to delegates for approximately 20 minutes before opening things up and taking questions from the audience. Debbie was relaxed […]
How can industry react to rising tide of interest in sustainable investments?
By Jim Henning, Head of Investment Services As we started 2020, it wasn’t long before further disturbing news about climate change grabbed the headlines – the wildfires raging in Australia; the last 10 years in the UK being the second hottest in the past 100 years; and Mark Carney’s – the outgoing Governor of the […]
CEO Ben Goss: What does 2020 hold in store for the advice industry?
In this blog our CEO Ben Goss outlines below what he believes will be the most transformative issues facing the advice industry in 2020. 1. Sustainability becomes part of the suitability conversation Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment pools in […]
10 good things: What happened in the industry in 2019 – and what will happen in 2020?
‘What is one good thing which happened in financial services and markets in 2019? And what are you most looking forward to happening in 2020?’ We put the questions to experts on our Asset & Risk Modelling team and also our CEO, for their personal thoughts In my opinion, the best thing to happen […]
Four key mechanics of Fund Risk Profiling
Speculate to accumulate – very nearly all of us must do it with our pensions and investments
Chris Jones PFS Q&A: Making complex things simple
Dynamic Planner Proposition Director Chris Jones talks about client understanding
Exploring client understanding
[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” 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] Dynamic Planner set to explore client understanding at Personal Finance Society regional events Chris Jones, Dynamic Planner Proposition Director will speak at all events Focus will be on helping advice firms […]
Ben Goss – Behavioural finance and big data
Behavioural finance and big data – how our new Knowledge Transfer Partnership will help ensure suitable investments and advice for all We are living through the 4th industrial revolution and the related revolution in behavioural science. Over the coming years there is not a profession that will be untouched by the combination of big data […]
MiFID II bites into profit for advice firms
Read time: 5min Something nearly always has to give in life. Unfortunately, for UK advice firms in the wake of increasing industry regulation, it appears to be their profit. “We speak to firms all the time and anecdotally we hear that the demand for their services has never been greater and that they are doing […]
Three trends impacting financial services
Read time: 3min There is a perfect storm of three mega-trends currently impacting the world of financial services. Together, they create both challenges and opportunities for advice firms and the companies that serve them, as the bar is raised for the industry like never before. Trend #1: Growing desire for consumer protection Consumer protection […]