Press Release
Dynamic Planner unveils 2020 plans at Annual Conference
28 January 2020: Dynamic Planner’s multi-million pound Elements upgrade programme is on track to deliver one system covering all financial planning needs for a firm. It includes; risk profiling and reviews, whole of market product, platform and DFM research, alongside independent investment research and an upgraded cash flow module. Firms will no longer need to […]
Dynamic Planner launches service for Decumulation Funds
24 January 2020: Dynamic Planner is set to launch a unique addition to the growing market for decumulation solutions, the Dynamic Planner Risk Managed Decumulation (RMD) Service. Advisers and ultimately their clients will soon be able to quickly and fairly compare decumulation investment solutions, helping guard against unwelcome surprises in future annual reviews. Chris Jones, […]
Dynamic Planner grows fund offering with addition of FE Investments portfolios
FE Investments – the investment arm of FE fundinfo – has partnered with Dynamic Planner to risk profile its four ranges of managed portfolios. Dynamic Planner will ensure the portfolios – called Hybrid, Responsibly Managed, Income and Mosaic – match the end investor’s agreed risk mandate to enable advisers to meet and exceed the regulator’s […]
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 […]
Dynamic Planner partners with giant MSCI to launch industry-first benchmarks
Dynamic Planner has launched a new range of Multi-Asset Indexes in partnership with MSCI – to transform the ability of investors and advisers to compare and understand the performance and risk profiles of funds and portfolios. Currently, investors and advisers are faced with a multitude of benchmarks self-selected by fund managers. The absence of a […]
Chris Jones PFS Q&A: Making complex things simple
Dynamic Planner Proposition Director Chris Jones talks about client understanding
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 […]
Dynamic Planner launch government sponsored behavioural science initiative
Dynamic Planner and Henley Business School launch cutting edge government-sponsored behavioural science initiative Aims to help the industry better understand investor attitude to financial risk and improve investor outcomes by preventing detrimental actions Government-supported work will future proof the investment industry 19 September 2019: Dynamic Planner and Henley Business School* are set to embark on […]
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 […]
New Dynamic Planner Client Review launches
Read time: 3min 45sec Following the success of its Early Adopter Programme, unveiled earlier this year, Dynamic Planner Elements has launched to advice firms based across the UK. Designed in close partnership with advice firms for advice firms, Dynamic Planner Elements will fully support advisers in: Delivering better informed and more enjoyable client review meetings […]