Benchmark Asset Allocation: week ending 19 December 2025
Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Dynamic Planner becomes first integration partner to go live with Standard Life bulk valuation service
Dynamic Planner, the UK’s leading digital advice platform, is the inaugural integration partner for Standard Life’s bulk valuation service. The integration with Dynamic Planner also builds on Standard Life’s direct valuation service for advisers. The new service gives Dynamic Planner customers broader and more regular valuation coverage for their firms and end clients. The current […]
Technology unlocks trusted advice at scale in 2026
Ben Goss, CEO of Dynamic Planner, the UK’s leading digital advice platform has shared five predictions for 2026 – a year in which he believes free-flowing data, trusted AI and mobile adoption will drive a generational shift in access to financial advice and support: Systems connect and open up: The Data Act 2025 provides […]