14 Advice firms: How we have adopted Dynamic Planner
Risk Profiling “Dynamic Planner’s Risk Profiling process works well,” said Dean Mullaly, of Mark Dean Wealth Management in London. “Yes, it’s longer than others, but I think it needs to be, in this day and age. It is good because it assesses also a client’s investor experience and their capacity for loss, so it gives […]
Dynamic Planner partners with award-winning platform Novia
[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] Saving time and increasing efficiencies is fundamental to ensuring your firm is profitable and sustainable as a business moving forward today. But how do you accomplish that without cutting corners and […]
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 […]
Dynamic Planner Updates: September 2019
We are passionate that the reports that Dynamic Planner helps you create, show you in the best possible light with clients. As such, we’ve made a number of small improvements, which are all live now, to the formatting, layout and wording of the Client Review report to help ensure that you generate a report you […]
Dynamic Planner Updates: August 2019
Over the past few weeks at Dynamic Planner, we have been working to make the Client Review process smoother and more engaging for your clients. Resuming report editing The review report editing process has been updated, allowing you to resume a previous session where you last left off. For example, now you can configure and […]
Dynamic Planner Updates: July 2019
Read time: 1min 45sec It’s been a busy month following the launch of Dynamic Planner Elements and our new Client Review process. We’ve received a lot of great feedback based on your first few reports and we’re continuing to make improvements and enhancements to the process moving forward. You might notice that changes occur more […]
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
[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] 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 […]
Thinking outside your everyday box
Read time: 5min It’s good to get out of the office occasionally. Get out of yourself. Away from the often never-ending distractions of work, the job – the business. It’s an opportunity to break out of your routine briefly and take a different route first thing in the morning. Meet some new faces; finally put […]
We couldn’t have put it better ourselves
Read time: 1min In the build-up to Dynamic Planner’s new Client Review being launched on 7 June, we spent many hours compiling many thousands of words to encapsulate precisely what it achieved for advice firms. Now we are post-launch and our new Client Review is available to all users on general release, we thought we […]
Client Review process: 18 months in the making
Read time: 3min 15sec At Dynamic Planner, we are proud in our 16-year history to have helped thousands of UK firms advise more than one million end clients using our service. But we are not stopping there. Eighteen months ago, the message we received from you and your firms was unequivocal: you needed a new […]
Dynamic Planner Updates: June 2019
Read time: 1min Following our announcement at our 2019 Annual Conference back in January and February, and months of user feedback and input, we’re excited to be able to share a new Client Review process with our whole user community. We’ve heard how important the review process is to advice firms’ businesses and how central […]
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 […]
Dynamic Planner Teams Up with Tenet
Dynamic Planner has been selected as the best by award-winning financial adviser group Tenet to provide its members with risk profiling and asset allocation investment processes. All Tenet appointed representatives and directly authorised clients of TenetSelect will be able to use Dynamic Planner to risk profile their clients, enjoy full, two-way integration with Intelligent Office […]
Combine Attitude, Capacity and Experience
Risk profiling doesn’t start and stop with an Attitude to Risk (ATR) questionnaire. It sits within a larger process, which is carefully followed until all parties are happy with a final output. To begin with, an initial picture of a client’s ATR is evaluated. Capacity for Risk and Investor Experience are evaluated separately in Dynamic […]
Making Wealth a Family Discussion
The need for intergenerational financial planning has never been greater. According to the Centre for Economics and Business Research, those in their 50s, 60s and 70s command almost 70% of all household wealth in the UK. Generation-to-generation wealth transfer is predicted to increase from £69 billion in 2017 to £115 billion by 2027. Despite this […]
Sweet 16th for Dynamic Planner
At Dynamic Planner, we were very proud to celebrate our 16th birthday in April – and just how far we have come since our foundation in 2003. We are proud today to be the UK’s leading risk profiling and asset allocation investment process and help thousands of dedicated financial advisers and paraplanners closely support their […]