Dynamic Planner strengthens data analytics expertise to support development of data and analytics services

Dynamic Planner, the UK’s leading risk based financial planning system, has boosted its data analytics offering with two Data Engineer appointments. Saranya Vadrevu and Rohan Nandi have joined Dynamic Planner’s Data and Analytics Team led by Business Intelligence Manager, Abhishek Vethanayagam. Together they will drive data-led decision making and provide advanced analytics solutions across strategic […]

Registrations now open for 12th annual Dynamic Planner Conference

Dynamic Planner, the UK’s leading risk based financial planning system has opened registrations for its 12th annual Conference on 5th March at 22 Bishopsgate in the City of London. This year’s ‘Scaling Success’ themed event, will see hundreds of financial planning professionals attend to hear how they can scale advice businesses through leading, end-to-end technology; […]

Dynamic Planner launches Single Strategy Mapped Service

Dynamic Planner, the UK’s leading risk based financial planning system, has launched a pioneering approach to single strategy fund mapping. Available from today, Dynamic Planner’s Single Strategy Mapped Service is designed to assist the advice industry in making the most accurately informed decisions when it comes to single strategy fund selection. The Single Strategy Mapped Service […]

Low code integrations with Dynamic Planner – A simple, new path to greater efficiency

A new low code integration platform now enables your firm to integrate Dynamic Planner with other systems you use to manage your client relationships. Compared to Open API, low code integration provides an even simpler way to integrate technology, managing much of the complexity of mapping your client data. What does it do? Initially, Dynamic […]

2024 Markets outlook. With Dynamic Planner Chief Investment Strategist Abhi Chatterjee

It is that time of the year when we, as market watchers, pull out our crystal balls. Just as we dust ourselves off from the past year, we look to the one ahead, either with anticipation or trepidation. Taking a moment to look back, it has been an extraordinary year – from the tremendous gains […]

Regulation 2023’s ‘No 1 headache’ but 9 in 10 firms confident Consumer Duty outcomes met, reveals Spotlight Report

In what has been a challenging year from both an economic and regulatory perspective, resilient advice firms are embracing change and looking to the future, reveals new research from Dynamic Planner, the UK’s leading risk based financial planning system. Published today, Dynamic Planner’s third annual Spotlight Report ‘Resilient and Embracing Opportunity: The financial advice landscape […]

A tactical approach to volatility

By Newton Investment Management Against a backdrop of volatility and macroeconomic uncertainty, investors might be wary about the future. Here, Newton multi-asset chief investment officer Mitesh Sheth and FutureLegacy portfolio manager Lale Akoner outline what they think makes a robust multi-asset portfolio in the current environment. We have entered a market regime characterised by deglobalisation, […]

Investors with strong risk appetite place less importance on sustainability, finds Dynamic Planner

Dynamic Planner, the UK’s leading risk based financial planning system, has analysed the data* of almost 17,500 advised investors views on the importance of sustainability. As COP 28 gets underway, Dynamic Planner has found that while investing sustainably remains an important factor, as willingness to take risk increases the importance of sustainability reduces. The analysis […]

To unitise, or not to unitise? That is the question

By Minerva Fund Management Solutions For a number of years, financial advisory firms have operated in an environment that is ever changing and bringing increased challenges to their business model. One challenge is managing a range of client portfolios across a range of clients and asset classes. As a financial advisory firm, it is an […]

Dynamic Planner now risk profiles F&C Investment Trust

Dynamic Planner, the UK’s leading risk based financial planning system, is now risk profiling the world’s oldest collective investment fund, F&C Investment Trust. Launched in 1868, F&C Investment Trust Plc is managed by Columbia Threadneedle Investments with Head of Asset Allocation (EMEA), Paul Niven, being the Trust’s Fund Manager. It is a constituent of the […]

Update from the Dynamic Planner Investment Committee – Q4 2023

The Dynamic Planner Investment Committee met on 23 October and reflected on the implications of the global stagflation environment, with negative earnings growth, persistently high inflation and Central Banks unlikely to pivot to significantly cutting interest rates anytime soon, for fear of inflation spiralling out of control again. Many developed economies, particularly in the case […]

Inflation shift drives dividend focus

The aftermath of the Covid-19 pandemic and a tightening of global supply chains have unleashed an inflationary wave which looks set to drive greater corporate discipline, boost income stocks and increase the importance of dividends to investor returns, says Newton portfolio manager Jon Bell. After years of low interest rates and low inflation, the economic […]

The Consumer Duty – ‘The end of the beginning’

Nearly three months after the 31 July deadline, the Consumer Duty continues to make headlines. Industry commentators talk of ongoing ambiguity, and subsequent inconsistent implementation of the far-reaching regulation. As that dust continues to settle all around financial services, Chris Jones, Dynamic Planner’s Proposition Director, joined a first Consumer Duty Champions Forum webinar to answer […]

How can psychology apply to financial planning?

Hear from Dr Louis Williams, Dynamic Planner’s Head of Psychology and Behavioural Insights, in candid ‘Conversation With’ Kim Dondo, of the Money Marketing Podcast. Louis talks about life before Dynamic Planner; how psychology impacts financial planning decisions, big and small, we all make; biases which creep into our decision-making process; and how weather and cash […]

Dynamic Planner announces integration with CURO from Time4Advice

Dynamic Planner, the UK’s leading risk based financial planning system, has announced a new integration with CURO from Time4Advice. Advisers using the integration will be able to move clients’ data and reports between CURO and Dynamic Planner efficiently and securely. Once in Dynamic Planner’s single system, all client information and valuation data will automatically pull […]

Scottish Widows Platform now live in Dynamic Planner

The Scottish Widows Platform is now live for valuations in Dynamic Planner, the UK’s leading risk based financial planning system. This new integration with the Scottish Widows Platform enables Dynamic Planner users to onboard and value new clients and existing clients in preparation for their client review or cashflow planning, and benefit from the new […]

News from the Dynamic Planner Investment Committee – Sept 2023

Dynamic Planner’s Investment Committee (IC) met on Monday 24 July with the main task of reviewing the inputs and outcomes from the optimisation process for setting the 2023/24 strategic benchmark asset allocations. The IC discussed the anticipation of a ‘return to normal’ for financial markets as yield curves should normalize to an upward slope given […]

PortfolioMetrix Core funds now risk profiled on Dynamic Planner

Dynamic Planner, the UK’s leading risk based financial planning system, has again expanded its universe of risk profiled funds to include PortfolioMetrix’s three Core funds. New to Dynamic Planner, PortfolioMetrix is a discretionary investment manager which helps independent financial advisers to deliver expected outcomes for their clients. PortfolioMetrix builds portfolios that ‘fly in formation’, this […]

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