Joining Dynamic Planner during Covid: The Developer – ‘There’s a lot of effort to bring people together remotely’

The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Max Bowser began his career in financial […]

‘Going beyond ESG investing’ – New Responsible MPS from research business

By RSMR Independent research business RSMR has added a new RSMR Responsible Growth portfolio to its Responsible Managed Portfolio Service (MPS). There are now four risk profiled portfolios in the RSMR Responsible MPS in Dynamic Planner – alongside the RSMR Rfolios MPS range of risk profiled portfolios. Stewart Smith, RSMR Head of Managed Portfolio Services, […]

Joining Dynamic Planner during Covid: The Product Owner – ‘You can really shape where the company is going’

The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Amanda Thorpe is currently Product Owner for […]

Financial planning on the cusp of a golden age – Dynamic Planner CEO Ben Goss

“We are on the cusp of a Golden Age for the financial planning industry, with a mixture of demand, regulation and technology providing the backdrop against which financial advice and planning is made more accessible than ever before,” says Ben Goss, CEO Dynamic Planner. Speaking at Dynamic Planner’s 10th Annual Conference, Ben Goss continued: “More […]

Natural income yield – Back on your agenda?

By Jim Henning, Head of Investment Services, Dynamic Planner Concerns over the rising pace of inflation have seen interest rates start their gradual climb and the beginning of the end of the great financial experiment by central banks, referred to as quantitative easing. This raises a number of questions for those clients relying on natural […]

Can absolute return prevent pound cost ravaging of investors’ capital?

By Sam Liddle, Sales Director, Church House Investment Management The absolute return sector has always had its critics and, in the case of several participants in the sector, rightly so. But in a year that looks set to challenge both equity and fixed income markets, could the strategy come back into its own? So far […]

Are we on the cusp of another Roaring Twenties?

By Sonja Laud, Legal & General Investment Management Even though we’re only a few weeks into the new year, investors have already seen some significant moves in markets. In a special CIO call, we discussed how they might play out. Last week I sat down with Colin Reedie, Head of Active Strategies, and Tim Drayson, […]

Rathbone Greenbank Multi-Asset Portfolios

Will McIntosh-Whyte, manager of Rathbones’ range of four risk-rated sustainable multi-asset funds, answers questions about why sustainable investing makes sense, what he hopes to achieve with this range and what some of the challenges and opportunities are in managing sustainable multi-asset portfolios. 1. Why is sustainable investing gaining traction? There’s no denying that demand for […]

30-year high inflation – Should I be worried?

It’s been difficult to catch up on the news lately without seeing headlines of inflation hitting 30-year highs. But are we heading back to the 1990s? What can be done? And does inflation even matter in financial planning, asks Steph Willcox, Head of Actuarial Implementation at Dynamic Planner? What is inflation? Inflation is the decline […]

Will fortune favour the cautious?

by Guy Monson, CIO and Senior Partner, Sarasin & Partners LLP 2021 was a year of unexpectedly strong recoveries. The IMF, for example, in its October 2020 outlook, pencilled in US GDP growth of 3.1% for 2021 – by last quarter that had almost doubled to a red hot 6% (with similar upgrades across much […]

Global bond market outlook 2022

By Jim Leaviss, Fund Manager at M&G Investments After a tumultuous year for fixed income markets, fund manager Jim Leaviss presents his outlook for 2022. Jim considers the outlook for inflation and what this means for central bank policy and financial markets. He also looks at some of the more recent macro developments, such as […]

How climate change can impact return expectations and what this means for multi-asset investors

Climate change affects the long-term asset class return assumptions that underpin portfolio construction and multi-asset investors need to consider its implications carefully.

What tightening? You’ve never had it so easy!

by Ruffer LLP Financial conditions have never been so accommodative Source: Ruffer LLP, Bloomberg Omicron or not, the US economy is booming. The cocktail of pent-up animal spirits, household net worth at all-time highs plus hefty measures of monetary and fiscal stimulus is a potent one! The Atlanta Federal Reserve ‘NowCast’ has US Q4 real […]

Advisers who embrace hybrid will thrive in 2022, says Dynamic Planner CEO Ben Goss

CEO Ben Goss, believes advisers who focus on customer needs and see change as an opportunity to demonstrate value in a hybrid world are well placed for success in 2022.

Dynamic Planner Updates – December 2021

Document store, relationship management, intelliflo office integration and “are you sure”? Read more in our December updates

Garraway launches Decumulation Model Portfolio using Dynamic Planner’s Risk Managed Decumulation standards

Advisers using Dynamic Planner’s Risk Managed Decumulation Service (RMD) can now access the Garraway Decumulation Model Portfolio Service. The portfolio is the first decumulation portfolio built specifically to meet Dynamic Planner’s RMD Standard. It has been created using Dynamic Planner’s leading risk-rated portfolio guidelines and assigned a risk rating of 5. Chris Jones, Proposition Director, […]

Balancing risk within a volatility managed portfolio

Accurately target Dynamic Planner risk levels while drawing on the expertise of a proven investment team with Brooks Macdonald’s Volatility Managed Portfolio Service (VMPS) Understanding risk tolerance is a core skill for any financial planner. It’s one of the reasons why more than 6,500 advisers use Dynamic Planner, giving them access to award-winning psychometric risk-profiling […]

Robust, repeatable and reliable

By Bordier UK Centralised investment propositions (‘CIPs’) have been around for some time. The FCA first gave guidance on related product governance requirements, and then enshrined their requirements into the PROD sections of MiFID II. Whilst no regulation specifically states any rules solely for centralised retirement propositions (‘CRPs’), the principles laid down in PROD cannot […]

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