Podcast

Dynamic Planner launches Connected, a new podcast for the investment and advice industry

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. […]

A big vault

Citywire Podcast – Stress testing a client’s portfolio: Is it style over substance?

At Dynamic Planner, we have partnered with Citywire, which includes New Model Adviser among its press titles, to produce a series of three, 30min podcasts focusing on cash flow planning and clients in decumulation. In episode one, Citywire host Ian Horne is joined by Nick Ryan, an adviser with Buckinghamshire firm Yellow Bear Financial Consultancy […]