Benchmark Asset Allocation: week ending 14 November 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 […]
New Leaf Distribution- Fireside Chat
“At the end of the day, it’s people powered by technology” Sam Wallis- Managing Director New Leaf Distribution Twenty years in financial services has meant operating through entire market cycles, regulatory overhauls, and a wave of technological evolution. For New Leaf Distribution (New Leaf) longevity isn’t just a badge of honour — it’s proof of […]
Dynamic Planner unveils 2028 vision for ‘unlocking trusted advice at scale’
CEO Ben Goss, sets out how a combination of human advisers allied with technology, data, AI and targeted support can turn intent into action and close the advice gap New research shows one in two people feel they would use targeted support Dynamic Planner, the UK’s leading digital advice platform, today sets out its […]