Learn at Dynamic Planner events

Nov
05
Training Academy – Manchester
Cottons Hotel & Spa, Knutsford
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Nov
06
Training Academy – Birmingham
Voco St. John’s, Solihull
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Nov
07
Training Academy – Bristol
Village Hotel, Bristol
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Nov
12
Training Academy – Newcastle
Mercure George Washington, Newcastle
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Nov
13
Training Academy – Milton Keynes
Delta Hotel, Milton Keynes
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Nov
14
Training Academy – London
West Essex Golf Club
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The Dynamic Planner Journal

The technology opportunity extends across client age brackets

Advice firms will need to embrace app technology to attract and retain the next generation of clients, but the opportunity is not limited to younger age groups. We commissioned research from AdviserSoftware.com, a division of FTRC, to explore the potential for technology to broaden access to financial planning and open up new markets for advice […]

Latest CPI data: Bank of England gets some breathing room as inflation falls

In the latest economic update, the Office for National Statistics (ONS) released its newest Consumer Price Index (CPI) data, painting a picture of what is happening in terms of inflationary trends and the broader economic landscape. Commenting, Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner said: “At last, some good news for the beleaguered consumer. Inflation, […]

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 […]

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