Dynamic Planner demonstrates thought leadership by being active in the financial services media. Senior speakers provide regular opinion and analysis for FTAdviser, Professional Adviser and Portfolio Adviser, among other top titles. Dynamic Planner commentators also regularly feature in other media like the Money Marketing Podcast and FTAdviser Podcast, alongside contributing CPD articles in areas like cash flow planning and assessing client vulnerability.
Press & Media
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Head of PR – Jo Macklin
07956 575743
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Advice-grade AI | Press Release | Service
Dynamic Planner launches agentic upgrade to its Digital Advice Platform
First-of-its-kind study of 659 advice firms over 19 months shows highest-performing firms increased clients served per adviser by 41%, while increasing or maintaining client Financial Happiness scores Agentic upgrade builds on Dynamic Planner’s established Digital Advice Platform, combining accurate data, trusted models and insights, proven workflows and Advice-grade AI™ New brand identity and company […]
Opinion | Press Release
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 […]
Markets | Press Release
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 […]