The Dynamic Planner Journal
How can we offer women greater inclusion in financial planning and increased confidence and resilience?
For this year’s International Women’s Day we analysed the difference in men and women’s attitudes towards investing. The analysis is based on the data from our market leading suite of psychometric client profiling questionnaires, used by over 40% of advisers in the UK to support more than two million investors. This rich dataset allows us […]
Digitalisation of the financial planning process could be the gamechanger that women need
Last year, FTRC undertook research with Opinium on behalf of Dynamic Planner with 4,000 members of the public.* We commissioned the survey to explore the opportunity for technology to narrow the advice gap, after Dame Harriett Baldwin, MP, gave a keynote at the 2024 Dynamic Planner Conference where she said: “Only the rich, the 8%, […]
Firms are delivering on their commitment to provide ongoing advice
by Chris Jones, Chief Product Officer, Dynamic Planner The Financial Conduct Authority have published the long-awaited findings of its review into the delivery of ongoing advice – and the news is good. In 83% of cases where firms had committed to providing suitability reviews, those reviews were delivered. In 15% of cases, clients either declined […]