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 […]
Dynamic Planner makes key appointments to accelerate growth
Dynamic Planner, the UK’s leading risk based financial planning system, has made the first of several new key hires into its Customer Success and Marketing teams to continue to accelerate its growth and scale further. Three new team members have joined: Will Dunwell, as Marketing Director to lead the Marketing team with more than 20 […]
Dynamic Planner now risk rating Omba’s Managed Portfolio Service
Dynamic Planner, the UK’s leading risk based financial planning system, has added Omba’s Managed Portfolio Service (MPS) to its growing range of over 900 model portfolio solutions. Omba MPS is aimed at advisers and designed to provide transparent, cost-effective and tax-efficient access to global and multi-asset managed portfolios. It consists of three ranges of investment […]
BNY Mellon Multi-Asset Income Fund moves from Risk Rating 6 to 5
By BNY Investment Management The BNY Mellon Multi-Asset Income Fund is moving from risk bucket 6 to 5. In this blog we consider the rationale for this re-classification. As of 17 May 2024, the BNY Mellon Multi-Asset Income Fund (MAIF) has been reclassified as Dynamic Planner Risk Rating 5. This reflects the fund’s robust risk […]
Dynamic Planner boosts DFM research capabilities
Dynamic Planner, the UK’s leading risk based financial planning system, has added a new level of granularity to researching and reviewing the performance of DFM model portfolios. As part of Dynamic Planner’s continued expansion of its in Research capability, past performance for over 900 DFM MPS solutions currently risk profiled has been added and Dynamic […]
What eye tracking tells us about presenting past performance to clients
by Dr Louis Williams, Head of Psychology and Behavioural Science How do your clients interpret past performance? Is the information you provide valuable, or could it be leading them to make poor decisions? Under the consumer understanding outcome of Consumer Duty, the FCA wants firms to support customers to make informed decisions by giving them […]
Finding balance in a concentrated investment world
By Andrzej Pioch, Lead Fund Manager, L&G Multi-Index Funds A typical broad global equity benchmark has around two-thirds of its stocks domiciled in the US1. Perhaps unsurprisingly, global equity indices therefore share the majority of their top 10 constituents with US equity indices, and the typical overall portfolio overlap between the two is currently over […]
Positioning for the end of the cycle
Fidelity Portfolio Manager Talib Sheikh discusses the current outlook across the income complex and why high-quality assets are prudent given the risks to growth. What is your investment outlook for 2024 given the prevailing macro environment? Risk appetite grew significantly towards the end of 2023. Strong economic data in the US and falling inflation gave […]
Which way next for multi-asset?
As inflationary fears ease, multi-asset investors should ignore wider market distractions and stay focused on investing in the right asset classes, at the right time for the current stage of the financial cycle, says Newton head of mixed assets investment, Paul Flood. Key points: Both threats and opportunities abound in current markets with inflation high […]
The case for Infrastructure in 2024
By TIME Investments Market landscape Inflation has been one of the key macroeconomic drivers of investment performance over the last 18 months and this will likely persist into 2024, albeit to a lesser extent. We have however started to see a shift, with annual inflation in the UK and other Western major economies now well […]
Finding your DFM
By Sarasin & Partners Just how does an adviser go about identifying the best MPS providers for their specific needs? Increasingly onerous regulations are prompting many IFAs to partner with discretionary fund managers (DFMs), and utilise platform-based model portfolio services (MPS). That said, choosing the right DFM partner can be daunting. So how does an […]
Behavioural biases in fund selection
by Paul Pugh, Head of Strategic Alliances, Canada Life Asset Management At Canada Life Asset Management (CLAM), we understand that having the most effective tools at your disposal, especially when markets are volatile, can help you deliver more attractive gains for your clients. Themes we explored in detail at March’s Dynamic Planner Conference included: The […]
Elections, rates, AI and China – Four disruptive themes shaping the multi-asset outlook
Sunil Krishnan from Aviva Investors highlights the key themes for multi-asset investors to monitor in 2024. Read this blog to understand: The potential impact of elections on global markets Why the odds of a soft landing for major economies have improved How artificial intelligence could improve corporate productivity The prospects for stronger growth in China […]
Scottish Mortgage – From headwinds to tailwinds
By Baillie Gifford Opportunities like this are rare. In recent years, companies in Scottish Mortgage have faced combined headwinds from slowing growth, reducing earnings estimates and multiple compression. As we move into 2024 and beyond, those headwinds are being replaced by tailwinds. Growth at a company level remains strong. Profitability is improving well. And to […]
Dynamic Planner response to FCA publication – ‘Undertaking cash flow modelling to demonstrate suitability of retirement-related advice’
By Steph Willcox, Head Actuary, Dynamic Planner The FCA is concerned about how firms prepare and use cash flow modelling. It has reviewed firms’ usage and provided guidance on how to improve the quality of cash flow modelling for clients. Dynamic Planner welcomes the review and is pleased to see the FCA-desired approach to cash […]