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The Dynamic Planner Journal

Industry-wide AI adoption surges

Dynamic Planner, the UK’s leading AI-powered digital advice platform, has found that the number of advice professionals already using AI has risen significantly by 46% since 2025, with 2 in 5 (41%) now using it. Most striking, is that the ‘do not plan to use’ group no longer exists and 1 in 7 (14%) are […]

Iran conflict dealt blow to UK financial happiness, but recovery swift, finds Dynamic Planner Financial Happiness Index™

  Financial happiness fell following US-Israel-Iran conflict in March 2026, yet both investment performance and financial happiness rebounded strongly within weeks Speed of recovery suggests investors developing greater resilience to geopolitical shocks, with financial happiness now back above pre-Iran conflict levels Index tracks prior months’ S&P 500 performance with striking consistency The latest findings from […]

May market update – resilience amid uncertainty

Market update – resilience amid uncertainty Markets continued to recover over the month, with stronger returns across the Dynamic Planner benchmarks, reflecting improving investor sentiment and a renewed willingness to engage with risk assets. While geopolitical and macroeconomic uncertainty remained firmly in the background, markets increasingly appeared willing to look through near-term disruptions and refocus […]

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