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
Press & Media enquiries
Head of PR – Jo Macklin
07956 575743
joannemacklin@dynamicplanner.com
Marketing Director – Will Dunwell
07912 894848
willdunwell@dynamicplanner.com
Behavioural Finance | Press Release
Study shows where advice can help elevate women’s financial wellbeing
Dynamic Planner, the UK’s leading digital advice platform, has analysed the data from 9000 Financial Wellbeing and Attitude to Risk Questionnaires*, to reveal insightful and actionable findings ahead of International Women’s Day. With research consistently showing that women, on average, have less exposure to financial education and investing opportunities, a self-reinforcing cycle can be […]
Press Release | Service
Dynamic Planner sets out vision to close advice gap by working with firms to unlock their trusted advice at scale.
Today at its annual conference entitled ‘Unlocking Trusted Advice’ Dynamic Planner set out its vision for closing the advice gap within firms and by extension across the UK. Dynamic Planner announced a series of powerful AI, engagement and data upgrades to its digital advice platform all focused on freeing advisers to spend their time building […]
Press Release | Service
Dynamic Planner becomes first integration partner to go live with Standard Life bulk valuation service
Dynamic Planner, the UK’s leading digital advice platform, is the inaugural integration partner for Standard Life’s bulk valuation service. The integration with Dynamic Planner also builds on Standard Life’s direct valuation service for advisers. The new service gives Dynamic Planner customers broader and more regular valuation coverage for their firms and end clients. The current […]