Aubrey Citadel Fund now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading digital advice platform, is now risk rating Aubrey Citadel Fund. Aubrey Capital Management is a specialist boutique manager with a distinctive investment approach, primarily focused on global equities. Founded in 2006, it manages £795 million of client assets across long only growth equity strategies and a diversified, macro-driven strategy. The […]
Dynamic Planner unveils 2025 developments set to transform financial advice
Integration of AI into Dynamic Planner’s platform targeted to take annual review report production from 5 minutes to sub 5 seconds AI Charter published to set out how AI will be applied safely within Dynamic Planner Launch of Dynamic Planner Insights delivers actionable intelligence for firms including on their ongoing servicing Holistic, engaging fact find […]
St. James’s Place partners with Dynamic Planner to provide client risk profiling at scale
St. James’s Place (SJP), the UK’s largest wealth manager, has entered into a long-term partnership with Dynamic Planner, the UK’s leading digital advice platform, to provide comprehensive client risk profiling services. Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff. This collaboration supports SJP’s commitment to delivering quality, […]
Albemarle Street Partners’ ASPIM Growth range now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading risk-based financial planning system is now risk profiling Albemarle Street Partners’ ASPIM Growth range on its platform. The ASPIM Growth range consists of 11 distinct portfolios – ASPIM Growth 2 – 10, ASPIM Growth Equity and ASPIM Growth Unconstrained – that are designed to align with various risk profiles and […]
The emotional side of life beyond work
By BNY Investments Retirement is often portrayed as a time of unambiguous pleasure – long holidays, time with family and friends, the pursuit of hobbies and interests. The reality is not always so benign. While retirees may relish escaping their more difficult colleagues or a tyrannical boss, retirement brings its own pressures. Retirement is ranked […]
Dynamic Planner enriches ATR with launch of Financial Personality Insights
Dynamic Planner, the UK’s leading digital advice platform, has enhanced its market leading Attitude to Risk (ATR) questionnaire with the launch of Financial Personality Insights. This equips advisers with a deeper understanding of their client behaviours, thoughts and emotions around financial risk, unlocking more levels of personalised financial advice than ever before. Developed by Dr […]
What’s happening in bond markets?
By Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner Since September 2024, there has been a marked increase in yields in the Fixed Income markets. Within the UK and its popular press, the move in UK Gilts has featured prominently with lengthy discussions on the whys and therefore, but when placed in the global perspective, […]
Marlborough’s MPS portfolios now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading risk-based financial planning system, is now risk rating Marlborough’s managed portfolio solutions (MPS) range. Marlborough’s MPS portfolios are now risk profiled along with over 900 other MPS solutions on the platform and will be available within Dynamic Planner’s DFM MPS Report Service. The 21 portfolios target seven different levels of […]
Technology and regulation will transform the landscape in 2025
Dynamic Planner’s CEO Ben Goss believes that change is on the cards in 2025 for a financial planning industry that’s embracing the power of technology as regulation redraws the map. Key themes expected to play out over the course of 2025 are: Regulation reshapes the market: In the wake of Consumer Duty, some financial planning […]
Dynamic Planner’s Outlook for 2025: Government policies are causing volatility while corporates remain in good stead
With 2024 the year of elections and approximately 25% of the global population exercising their right to vote, the potential outcomes and a combination of change and uncertainty are still evolving. As the dust settles, Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner, the UK’s leading digital advice platform, has outlined what he expects to […]
Dynamic Planner appoints Rowan Whittington as Growth Director for Tram to drive digital advice transformation
Dynamic Planner, the UK’s leading digital advice platform, has appointed Rowan Whittington as Growth Director for Tram, marking a significant step in its mission to revolutionise digital engagement in the UK advice market. Tram is the UK’s first white labelled app for advisers, allowing them to transform client engagement at scale. Rowan joins Dynamic Planner […]
Dynamic Planner teams up with Salesforce to deliver financial planning at scale
Dynamic Planner, the UK’s leading risk based financial planning system, has teamed up with Salesforce, the #1 AI CRM. The agreement makes Dynamic Planner the first and only UK based wealth planning partner for Salesforce. This collaboration enables firms using Salesforce to underpin their financial planning process with Dynamic Planner, with Salesforce customers seeing many […]
The technology opportunity extends across client age brackets
Advice firms will need to embrace app technology to attract and retain the next generation of clients, but the opportunity is not limited to younger age groups. We commissioned research from AdviserSoftware.com, a division of FTRC, to explore the potential for technology to broaden access to financial planning and open up new markets for advice […]
Latest CPI data: Bank of England gets some breathing room as inflation falls
In the latest economic update, the Office for National Statistics (ONS) released its newest Consumer Price Index (CPI) data, painting a picture of what is happening in terms of inflationary trends and the broader economic landscape. Commenting, Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner said: “At last, some good news for the beleaguered consumer. Inflation, […]
Dynamic Planner announces new CRM integration with Adviser Cloud
Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Advisers using the new integration will be able to seamlessly transfer client records easily, efficiently and securely between Dynamic Planner and Adviser Cloud. Data is passed between the systems, with Adviser Cloud validating all data, removing the need […]
Technology offers powerful opportunities to meet future consumer financial planning needs
At the Dynamic Planner conference back in March this year, Dame Harriett Baldwin, MP, passionately highlighted to our audience the challenges we as ordinary consumers face in getting support to make choices with money: “Only the rich, the 8% of the population, can benefit from the healthy financial options. The remaining 92% are being left […]
Dynamic Planner sees number of reports surge to over 100,000 a month in June as Consumer Duty anniversary nears
Dynamic Planner, the UK’s leading risk based financial planning system, has analysed the data* of the 40% of the UK advice market it serves ahead of the anniversary of Consumer Duty. In the past 12 months, Dynamic Planner has seen exponential growth in usage as its technology is increasingly adopted and utilised to solve the […]
Dynamic Planner now risk rating L&G Future World Global Opportunities Fund
Dynamic Planner, the UK’s leading risk based financial planning system, is now risk rating L&G’s Future World Global Opportunities Fund. Managed by Colin Reedie, the award-winning L&G Future World Global Opportunities Fund is ranked No1 in its sector – IA Mixed Investment 20-60% Shares for its five-year performance. The fund follows a robust risk budgeting […]