Press & Media

 

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 enquiries

PR Manager – Jo Macklin
07813 192909
press@dynamicplanner.com

Contact press office

Latest Press Releases

Dynamic Planner strengthens data analytics expertise to support development of data and analytics services

Dynamic Planner, the UK’s leading risk based financial planning system, has boosted its data analytics offering with two Data Engineer appointments. Saranya Vadrevu and Rohan Nandi have joined Dynamic Planner’s Data and Analytics Team led by Business Intelligence Manager, Abhishek Vethanayagam. Together they will drive data-led decision making and provide advanced analytics solutions across strategic […]

Registrations now open for 12th annual Dynamic Planner Conference

Dynamic Planner, the UK’s leading risk based financial planning system has opened registrations for its 12th annual Conference on 5th March at 22 Bishopsgate in the City of London. This year’s ‘Scaling Success’ themed event, will see hundreds of financial planning professionals attend to hear how they can scale advice businesses through leading, end-to-end technology; […]

Dynamic Planner launches Single Strategy Mapped Service

Dynamic Planner, the UK’s leading risk based financial planning system, has launched a pioneering approach to single strategy fund mapping. Available from today, Dynamic Planner’s Single Strategy Mapped Service is designed to assist the advice industry in making the most accurately informed decisions when it comes to single strategy fund selection. The Single Strategy Mapped Service […]

Dynamic Planner in the News

23rd February 2024
Seize the day: Harnessing technology’s consumer benefits
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21st February 2024
Hearing From: Yasmina Siadatan, Chief Revenue Officer Of Dynamic Planner
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15th February 2024
‘Outcry’ for rate and tax cuts would only be a ‘short-term fix’ to UK growth issues
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14th February 2024
UK inflation stays at 4%, but what does it mean for markets and clients? Reaction
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12th February 2024
New Series: Cash flow clinic – with Dynamic Planner: Early career clients
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1st February 2024
BoE holds, so when might interest rates be cut?

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1st February 2024
Bank of England holds rates steady at 5.25% as inflation concerns persist
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31st January 2024
Dynamic Planner strengthens data analytics expertise to support development of data and analytics services
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30th January 2024
Consumer Duty six months on: Dynamic Planner’s Chris Jones reflects on why he believes it’s in all our interests to make it work
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24th January 2024
Exploring ESG attitudes: ‘We talk sustainability with young and old’
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18th January 2024
Dynamic Planner Offers Risk Profile Mapping for Single Strategy Funds
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17th January 2024
Dynamic Planner launches single strategy fund risk profiling
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16th January 2024
Dynamic Planner launches risk profile service for single strategy funds
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16th January 2024
Dynamic Planner to risk profile single-strategy funds for first time
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16th January 2024
Dynamic Planner launches single strategy mapped service for advisers
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16th January 2024
Dynamic Planner launches single strategy fund mapping service
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16th January 2024
Dynamic Planner launches adviser single fund selector service
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16th January 2024
Dynamic Planner launches Single Strategy Mapped Service
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16th January 2024
Dynamic Planner Launches Single Strategy Fund Mapping Service
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9th January 2024
Dynamic Planner named the most used risk profiling tool by advisers
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21st December 2023
Investors bet on interest rates falling as soon as March
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20th December 2023
Ben Goss: Five big industry themes to watch in 2024
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19th December 2023
Third of single adviser firms have plans to sell-up
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19th December 2023
Regulation the ‘number one headache’ for advisers in 2023
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19th December 2023
Advisers say there are ‘barriers’ to serving lower-value clients
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19th December 2023
Most young advisers would recommend career in ‘thriving’ profession to others
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19th December 2023
Advice firms confident on key Consumer Duty outcomes
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19th December 2023
Regulation 2023’s ‘No 1 headache’ but 9 in 10 firms confident Consumer Duty outcomes met, reveals Dynamic Planner’s Spotlight Report
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19th December 2023
Advisers confident they have met Consumer Duty requirements
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15th December 2023
Taking a psychometric approach to sustainable investing commitment
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14th December 2023
‘Integrated financial planning data is key to effectively running your firm’
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13th December 2023
Is the property market really as safe as houses?
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7th December 2023
Higher risk clients less inclined to ESG investing
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6th December 2023
Advised investors with strong risk appetite favour returns over ESG
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6th December 2023
Investors with strong risk appetite place less importance on sustainability, finds Dynamic Planner
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6th December 2023
Investors with strong risk appetite place less importance on sustainability, finds Dynamic Planner
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5th December 2023
Dynamic Planner: Sustainability less of a priority for high-risk investors
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29th November 2023
Dynamic Planner risk profiles F&C Investment Trust
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28th November 2023
Dynamic Planner now risk profiles F&C Investment Trust
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23rd November 2023
Chris Jones: My thoughts on the 2023 Autumn Statement
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14th November 2023
‘Client goals can’t wait for calmer waters, show your value now’
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12th November 2023
UK GDP stalls between July and September
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9th November 2023
Yasmina Siadatan: High hopes for sustainability regulation
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8th November 2023
How accurately are you assessing clients’ attitudes to risk? Dynamic Planner’s Louis Williams explains why robust measurement of attitudes to risk is such a scientific process
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3rd November 2023
Bank of England interest rates held at 5.25%: reaction from finance experts
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23rd October 2023
The Consumer Duty was ‘born out of Covid’ says Dynamic Planner
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20th October 2023
Deep Dive: MiFID II could open path for a nuclear resurgence
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19th October 2023
What would clients give up?
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11th October 2023
‘The more your data sources talk to each other, the better your client outcomes’
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11th October 2023
Why younger clients are an opportunity firms should not overlook
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7th October 2023
Dynamic Planner integrates with Time4Advice’s CURO
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6th October 2023
Dynamic Planner integrates with Curo
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5th October 2023
Dynamic Planner boosts client report efficiency with latest integration
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5th October 2023
Dynamic Planner partners with Time4Advice on data integration
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5th October 2023
Dynamic Planner integrates system with CURO
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5th October 2023
Dynamic Planner announces integration with CURO from Time4Advice
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22nd September 2023
Should advisers see AI as a threat to their business?
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21st September 2023
Bank of England holds rates but remains in economic ‘quandary’
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21st September 2023
Scottish Widows live for valuations on Dynamic Planner
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20th September 2023
Surprise, surprise! What are the implications of today’s shock inflation data? The industry reacts
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20th September 2023
Schroders UK Platform Awards 2023: Full list of winners revealed!
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19th September 2023
Dynamic Planner now includes Scottish Widows Platform
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19th September 2023
Scottish Widows Platform now live in Dynamic Planner
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19th September 2023
Scottish Widows adds Dynamic Planner and Voyant
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13th September 2023
Does today’s GDP data heighten UK recessionary or even stagflation fears? Reaction from investment experts
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13th September 2023
‘Bargain-hunting investors to take renewed interest in UK equities’
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13th September 2023
In Conversation With… Dr. Louis Williams, Dynamic Planner
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8th September 2023
‘Be clear about the vision of your business if you want to be successful’
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7th September 2023
Three PortfolioMetrix funds now risk profiled on Dynamic Planner
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7th September 2023
PortfolioMetrix Core funds now risk profiled on Dynamic Planner
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7th September 2023
PortfolioMetrix core funds now risk profiled on Dynamic Planner
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23rd August 2023
FA2B: Financial planning in four seasons
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17th August 2023
‘Advisers must help clients avoid the trap of ‘never enough’
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8th August 2023
‘Industry must stop fighting against new tech-enabled processes’
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7th August 2023
Target markets tool take-up amid consumer duty push
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3rd August 2023
What advisers need to understand about risk
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17th July 2023
Consumer Duty countdown: How to maximise technology
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13th July 2023
Leveraging Technology With Guest Ben Goss
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4th July 2023
In Conversation With… Yasmina Siadatan, sales and marketing director, Dynamic Planner
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26th June 2023
‘Demand for sustainable solutions is ever-rising’ – Ben Goss
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26th June 2023
Should IFA firms change their approach to target female clients?
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23rd June 2023
Ben Goss: Risk is in the eye of the beholder
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22nd June 2023
Dynamic Planner partners with M&G to help with consumer duty
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21st June 2023
Dynamic Planner partners with M&G Wealth to help advice firms ahead of Consumer Duty implementation
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21st June 2023
Dynamic Planner and M&G Wealth partner on bulk valuation integration
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20th June 2023
Good outcomes: Applying sustainability to Consumer Duty
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19th June 2023
Dynamic Planner adds financial wellbeing questionnaire
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18th June 2023
Dynamic Planner launches financial wellbeing questionnaire
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16th June 2023
Dynamic Planner launches Financial Wellbeing Questionnaire to meet requirements of Consumer Duty
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16th June 2023
In Focus: Helping clients with ADHD
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14th June 2023
Fallen behind the Consumer Duty schedule? Here’s what to prioritise
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8th June 2023
Ben Goss: ‘The ability to really track client outcomes is going to be a game-changer’
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5th June 2023
This is the end of one-size-fits-all
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31st May 2023
The KISS principle: Keep it simple, stochastically
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23rd May 2023
Why AI will never replace adviser/client relationships
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18th May 2023
Factors to consider when assessing vulnerability [30min CPD]
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16th May 2023
Dynamic Planner offers free Consumer Duty guide
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12th May 2023
Dynamic Planner launches latest Consumer Duty support as thinking shifts to delivery
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24th April 2023
What advisers need to know about generational marketing
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21st April 2023
What advice clients need to know about volatility
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19th April 2023
Ben Goss on risk: An exercise in communication
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18th April 2023
Getting the most out of cashflow planning
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14th April 2023
‘Target markets focus is crucial to better outcomes across the value chain’
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22nd March 2023
‘Advisers should embrace AI and focus on coaching clients’ – Ben Goss
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10th March 2023
Dynamic Planner: Let go of the past
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9th March 2023
‘Where can firms provide better service in a consumer duty world?’
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9th March 2023
Podcast #31 International Women’s Day Special: If you can’t see it you can’t be it in financial services
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8th March 2023
How to close the gender wealth gap [Podcast]
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8th March 2023
Majority of female advisers are under 30: Dynamic Planner
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7th March 2023
Q&A with Steph Willcox, Dynamic Planner – International Women’s Day
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27th February 2023
Ben Goss on risk: Eyes off the markets
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16th February 2023
Prod is key to the consumer duty challenge
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14th February 2023
What are the benefits to cash flow modelling? [30min CPD]
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13th February 2023
FCA warns advisers on ‘one-size-fits-all’ charges
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9th February 2023
‘Dying books of business’ haunt advice firms without next gen clients
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9th February 2023
FCA: Retirement review feedback will sway advice-guidance reform
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8th February 2023
FCA expects firms to make ‘fundamental changes’ for Consumer Duty
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8th February 2023
BNY Mellon launches Future Legacy multi-asset range
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8th February 2023
Consumer Duty compliance hinges on good use of technology
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8th February 2023
Advice CEOs say best use of technology still leaves room for advisers
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8th February 2023
‘Bigger than RDR’: Advice CEOs expect consumer duty tech shake-up
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8th February 2023
FCA expects adviser charging to change amid consumer duty
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8th February 2023
‘RDR split financial services market into two’
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8th February 2023
‘RDR has split the financial services market in two’
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7th February 2023
Financial planning ‘in the foothills of something really quite special’ – Dynamic Planner CEO
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7th February 2023
Dynamic Planner CEO: Tech has underpinned advice transformation
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7th February 2023
Dynamic Planner boss says era of product sales over
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7th February 2023
Dynamic Planner’s Goss: Era of product sales over as industry embraces personal financial planning
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7th February 2023
Dynamic Planner: ‘The era of product sales is over’
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3rd February 2023
Dynamic Planner relaunches website
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18th January 2023
Dynamic Planner partners with Quilter Financial Planning
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5th January 2023
Advisers urged to rethink decumulation strategy amid market woes
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18th November 2022
What the Autumn Statement means for advisers
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15th November 2022
Dynamic Planner hires director to grow enterprise client list
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14th November 2022
Dynamic Planner appoints enterprise development director
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9th November 2022
Ben Goss: The call of (consumer) duty
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8th November 2022
What makes a standout employer?
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2nd November 2022
Dynamic Planner: This is advisers’ biggest chance to prove their worth
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1st November 2022
Ben Goss on risk: Measuring carbon intensity in portfolios
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21st October 2022
Dynamic Planner: Interesting times means calling the pros
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12th October 2022
Does your website set up clients’ expectations? – Ben Goss
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3rd October 2022
Money Marketing Awards full winners list here
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3rd October 2022
Attitude to financial risk across Europe
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22nd September 2022
Steph Willcox: Caveating ‘this is not financial advice’ may not be enough
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21st September 2022
Why Consumer Duty points to the emotional value of advice
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12th September 2022
Scaling up isn’t easy so don’t get caught in the middle – Ben Goss
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12th September 2022
Dynamic Planner launches product and platform research
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8th September 2022
How to accommodate clients’ changing vulnerability
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8th September 2022
Will tech help or hinder compliance with the consumer duty?
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7th September 2022
Dynamic Planner launches platform research for IFAs
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7th September 2022
Dynamic Planner launches Product and Platform Research
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7th September 2022
Dynamic Planner launches Product and Platform Research
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7th September 2022
Dynamic Planner launches product and platform research
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25th August 2022
Ben Goss on risk: Consumer Duty sharpens focus on value
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25th August 2022
Yasmina Siadatan: Why more female advisers must talk outside our bubble
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11th August 2022
Chris Jones: Once there was a time
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10th August 2022
Consumer Duty means every firm must hold up a mirror to their proposition and pricing – Ben Goss
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10th August 2022
Wealth on Wednesday – With Louis Williams
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9th August 2022
Being entrepreneurial in employment – With Yasmina Siadatan
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2nd August 2022
Being an actuary – With Steph Willcox
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31st July 2022
It is a difficult time to be an investor: Here are FIVE mind tricks to keep you on track in turbulent markets
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31st July 2022
5 Mind tricks to keep you on track in turbulent markets
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31st July 2022
Five mind tricks to keep investors on track in turbulent markets
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30th July 2022
It is a difficult time to be an investor: Here are FIVE mind tricks to keep you on track in turbulent markets
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30th July 2022
Five mind tricks to keep investors on track in turbulent markets
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29th July 2022
Dynamic Planner: Consumer duty protects advisers too
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27th July 2022
Dynamic Planner secures investment to fund UK and European expansion
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22nd July 2022
Dynamic Planner Secures Investment from FPE Capital
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21st July 2022
Helping clients build financial resilience is our greatest strength – Ben Goss
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15th July 2022
FPE Capital leads first institutional investment into Dynamic Planner
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15th July 2022
Private equity firm FPE invests in Dynamic Planner
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15th July 2022
Non-public fairness agency FPE invests in Dynamic Planner
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15th July 2022
Tech firm eyes growth after securing new investment
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14th July 2022
FPE Capital invests in Dynamic Planner
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14th July 2022
Dynamic Planner confirms ‘significant’ PE backing
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14th July 2022
Dynamic Planner gets big private equity backing
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14th July 2022
Dynamic Planner signs ‘significant’ private equity investment deal
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14th July 2022
Dynamic Planner bags ‘significant’ private equity investment
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14th July 2022
Dynamic Planner eyes UK and Europe expansion with PE investment
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14th July 2022
Dynamic Planner signs ‘significant’ PE investment deal for international growth plan
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14th July 2022
PE firm completes Dynamic Planner deal
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14th July 2022
Dynamic Planner receives backing from private equity company
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14th July 2022
Private equity firm FPE invests in Dynamic Planner
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14th July 2022
Non-public fairness agency FPE invests in Dynamic Planner
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14th July 2022
Distribution Technology Secures Pre-Seed Investment from FPE Capital
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8th July 2022
5 tips to approach the responsible investment conversation with clients according to Quilter
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15th June 2022
Yasmina Siadatan: Advice by subscription
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9th June 2022
Chris Jones: Green green grass of home
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8th June 2022
Does blockchain technology have a future in advice? – Ben Goss
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1st June 2022
Ben Goss on risk: Navigating the aftermath of a crisis
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27th May 2022
Dynamic Planner: Pension Dashboard will boost AUA
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24th May 2022
Louis Williams: Communicating data and uncertainty to clients
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20th May 2022
Dynamic Planner: Beat inflation with a budget sheet
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18th May 2022
Chris Jones: When the best isn’t good enough
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16th May 2022
MM Meets tech visionary Ben Goss
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10th May 2022
Industry must incorporate clever and engaging designs – Ben Goss
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2nd May 2022
Dynamic Planner links to Origo Integration Hub for bulk valuations
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28th April 2022
Dynamic Planner links to Origo Integration Hub
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26th April 2022
Bordier launches decumulation service for Dynamic Planner
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26th April 2022
Dynamic Planner partners with Bordier UK on new pension product
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25th April 2022
Bordier UK joins Dynamic Planner’s risk managed decumulation service
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21st April 2022
Ben Goss on climate risks: Positioning for the transition
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19th April 2022
Louis Williams: Gamification in advice unpicked
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14th April 2022
The similarities between attitude to risk and sustainability
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11th April 2022
Finding the right adviser is crucial when you are vulnerable – Ben Goss
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11th April 2022
Finovate Europe 2022 with Christophe Ponette, Dynamic Planner
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31st March 2022
Ben Goss on climate risks: Decarbonisation opportunities
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29th March 2022
Satisfying the new Consumer Duty with tech
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22nd March 2022
Dynamic Planner expands financial planning system into Europe
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22nd March 2022
Dynamic Planner eyes Europe expansion
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22nd March 2022
Dynamic Planner names MD to spearhead European expansion
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22nd March 2022
Dynamic Planner targets Europe
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22nd March 2022
Dynamic Planner appoints European Managing Director for continental expansion
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22nd March 2022
Dynamic Planner hires new MD for European expansion
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21st March 2022
Hybrid advice: ‘Gone will be the days of an annual review’
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21st March 2022
Clients and advisers driving innovation at Quilter
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17th March 2022
How meaningful conversations strengthen client relationships [CPD 30min]
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16th March 2022
Chris Jones: A duty to build trust
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16th March 2022
Quilter launches two new tools on platform
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16th March 2022
Quilter launches new tools for client profiling
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14th March 2022
Quilter launches profiling tools to aid ESG reporting
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14th March 2022
Quilter launches two tools to boost client profiling
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14th March 2022
Quilter launches two client profiling tools
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14th March 2022
Quilter and Dynamic Planner collaborate to support advisers’ client profiling process
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14th March 2022
Approaches to finance have changed but the core principles remain – Ben Goss
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14th March 2022
Behind the Headlines: Platforms, pension dashboards and Putin’s war on Ukraine
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9th March 2022
Advisers should lean on tech to help with FCA’s consumer duty
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8th March 2022
Dynamic Planner launches Client Access to help advisers drive client engagement in hybrid world
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7th March 2022
Revamped RSMR MPS ranges now risk profiled on Dynamic Planner
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7th March 2022
Ben Goss on climate risk: Beyond the horizon
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18th February 2022
Plotting a course for the future of cashflow planning [‘Ask the Experts’]
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10th February 2022
Navigating vulnerability within FCA guidance
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9th February 2022
Integrating hybrid services could transform the advice industry – Ben Goss
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4th February 2022
Tim Sargisson: Myths about the retiring adviser
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3rd February 2022
Knowledge Transfer Partnership project with FinTech company rated ‘Outstanding’
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3rd February 2022
Dynamic Planner sets to capture ‘golden age’ of financial advice
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3rd February 2022
Three prongs to ‘golden age’ for financial planning
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2nd February 2022
Planning on cusp of a ‘golden age’ as tech serves growing demand
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2nd February 2022
Financial Planning set for ‘golden age’
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2nd February 2022
DP’s new cashflow app to give clients remote access
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25th January 2022
Chris Jones: Regrets, I’ve had a few
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25th January 2022
Could a computer replace an actuary?
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17th January 2022
Rise in advisers looking for inflation protection
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17th January 2022
Ben Goss on risk: No crystal ball? No problem
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12th January 2022
Technology is the key to working faster and smarter – Ben Goss
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10th January 2022
[Podcast] ‘We’re still trying to get a feel for how the world looks’
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6th January 2022
Advisers who embrace hybrid will thrive in 2022 – Dynamic Planner CEO Ben Goss
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5th January 2022
Advisers who embrace hybrid will thrive in 2022 – Dynamic Planner CEO Ben Goss
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5th January 2022
Hybrid advice key theme for 2022
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24th December 2021
What we’re doing on our holiday – Yasmina Siadatan
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20th December 2021
Ben Goss on risk: Remember the past when building the future
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17th December 2021
Dynamic Planner: Advisers who embrace hybrid will thrive in 2022
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13th December 2021
The challenges of hybrid financial advice
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8th December 2021
A target market approach could enhance consumer guidance – Ben Goss
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30th November 2021
Oh no! Not another ESG article
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30th November 2021
Eight out of 10 advice professionals would recommend financial planning as a career, reveals Dynamic Planner
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29th November 2021
Regulatory burden means 8% of advisers plan to sell up in next five years
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29th November 2021
8% of UK advisers to sell their business in next five years
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29th November 2021
8 out of 10 advice professionals would recommend financial planning as a career, reveals Dynamic Planner
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29th November 2021
Eight out of 10 advice professionals would recommend financial planning as a career, reveals Dynamic Planner
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26th November 2021
Louis Williams: Why getting to the heart of ESG matters
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24th November 2021
Ben Goss on risk: Weighing the ESG trade-off
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24th November 2021
How to select the right funds
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22nd November 2021
King & Shaxson Model Portfolios Risk Profiled by Dynamic Planner
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12th November 2021
Chris Jones: How advice firms can grow profits in a high inflation world
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10th November 2021
Learning the language of ESG isn’t easy but practice will help – Ben Goss
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9th November 2021
Baby boomers are interested in responsible investing too
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5th November 2021
Ben Goss on risk: No time to waste
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4th November 2021
Too many small fish in the pond?
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3rd November 2021
How are ESG, sustainability and impact investing different?
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28th October 2021
Chris Jones: An optimistic Budget
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26th October 2021
Dynamic Planner launches MPS for pensioner clients
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26th October 2021
Dynamic Planner launches MPS for clients in decumulation
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26th October 2021
Dynamic Planner creates sustainability discussion guide for advisers
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26th October 2021
Advisers play ‘critical role’ in ESG conversation
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26th October 2021
Dynamic Planner unveils ESG discussion guide
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18th October 2021
Dynamic Planner to hire 20 people before the end of year
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17th October 2021
Reading firms receive national awards thanks to university partnership
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14th October 2021
Getting to net zero will be a marathon, not a sprint – Ben Goss
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7th October 2021
PA360: Power in outsourcing relationship lies with adviser
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1st October 2021
Why buying tech, not building, is back in favour – Yasmina Siadatan
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1st October 2021
Investors ‘forgot’ China is an emerging market
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30th September 2021
Chris Jones: It’s not unusual
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30th September 2021
Dynamic Planner’s Louis Williams named future leader in Knowledge Transfer Partnership Awards
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27th September 2021
We need to have a conversation about risk – Ben Goss
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21st September 2021
Chris Jones: I who have nothing
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8th September 2021
Ben Goss on risk: Finding the liquidity balance
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3rd September 2021
Lessons from a small island – Ben Goss
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13th August 2021
Ben Goss on risk: Modelling uncertainty
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6th August 2021
Marketing trick could sway your investment decisions without you knowing
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5th August 2021
How do you manage an excitable investor that doesn’t understand their risk level?
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2nd August 2021
Hedonic benefits of opting for sustainable investments
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27th July 2021
Chris Jones: Go on, treat yourself (or your future self)
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23rd July 2021
Why financial planning is the unlikely dream job – Yasmina Siadatan
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20th July 2021
UK regulation’s direction of travel gives reason to be cheerful – Ben Goss
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12th July 2021
Ben Goss on risk: Keeping it real to manage inflation
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2nd July 2021
Tribe portfolios now risk profiled on Dynamic Planner
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2nd July 2021
Tribe Portfolios now risk profiled on Dynamic Planner
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1st July 2021
Dynamic Planner adds sense check feature to cash flow forecasting
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29th June 2021
Dynamic Planner profiles Tribe’s sustainable MPS range
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29th June 2021
Lack of knowledge still ‘biggest barrier’ to ESG investing
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18th June 2021
Specialist expertise for Dynamic Planner with new actuary appointment
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18th June 2021
Dynamic Planner boosts specialist expertise with actuary appointment
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18th June 2021
Dynamic Planner makes actuary appointment
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18th June 2021
Dynamic Planner boosts specialist expertise with actuary appointment
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17th June 2021
Steph Willcox: The KISS principle (keep it simple, stochastically)
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17th June 2021
Dynamic Planner hires actuarial head
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17th June 2021
Ben Goss on risk: Despatches from the sustainability frontline
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3rd June 2021
Chris Jones: Determinism in the future of retirement planning
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27th May 2021
FCA’s new consumer duty is an opportunity to better your business – Ben Goss
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24th May 2021
Advisers need to tap into ESG emotional drivers, says Aviva
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24th May 2021
Reading mum who won The Apprentice series five talks about life after reality TV success
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19th May 2021
Ben Goss on risk: Risk targeting in accumulation and decumulation
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13th May 2021
ESG phenomenon: Risk tools ease suitability woes
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12th May 2021
EQ Investors portfolios now risk profiled on Dynamic Planner
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12th May 2021
EQ Investors range risk profiled on Dynamic Planner
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12th May 2021
EQ Investors portfolios now risk profiled on Dynamic Planner
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12th May 2021
EQ Investors portfolios now risk profiled on Dynamic Planner
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11th May 2021
Dynamic Planner risk profiles EQ Investors sustainable range
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10th May 2021
Dynamic Planner: Channel your inner marksman when judging risk
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6th May 2021
Chris Jones: Somebody else’s problem – Outsourcing and infrastructure
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5th May 2021
How can advisers help clients pin down their ESG priorities?
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5th May 2021
Dynamic Planner to launch ESG questionnaire
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5th May 2021
Dynamic Planner to launch psychometric sustainable investing questionnaire
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5th May 2021
Dynamic Planner to launch psychometric sustainable investing questionnaire
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5th May 2021
Industry ‘first’ debut for psychometric sustainable investing questionnaire
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5th May 2021
Dynamic Planner launches first psychometric sustainable investing questionnaire
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4th May 2021
Dynamic Planner launches tool to assess clients’ ESG appetite
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28th April 2021
Dynamic Planner appoints industry veterans to new roles
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19th April 2021
How psychometric testing works in risk profiling
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9th April 2021
What next for client interactions? – Yasmina Siadatan
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8th April 2021
ESG is a bolt-on to suitability – Dynamic Planner’s Chatterjee
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7th April 2021
Ben Goss on risk: The eye of the beholder
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1st April 2021
Abhi Chatterjee: Finding a sustainable, suitable investment
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29th March 2021
What can advice firms learn from the Asian car industry? – Ben Goss
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23rd March 2021
Steady as she goes: How Covid-19 changed the face of investing, one year on
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10th March 2021
Dynamic Planner to launch sustainability questionnaire
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10th March 2021
Dynamic Planner to launch psychometric sustainability questionnaire
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3rd March 2021
Podcast Special: Money Marketing dissects Rishi’s tightrope walk
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2nd March 2021
Clients and industry need greater engagement post-Covid – Ben Goss
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17th February 2021
Ben Goss on risk: What is sustainability’s impact on risk?
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16th February 2021
Q&A: Behaviourism and the investor post-Covid
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4th February 2021
Dynamic Planner launches ESG fund research
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3rd February 2021
Dynamic Planner launches sustainable investing insight
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3rd February 2021
Dynamic Planner rolls out sustainable investing tool for IFAs
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3rd February 2021
Dynamic Planner links with MSCI for ESG analysis
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3rd February 2021
Dynamic Planner rolls out sustainable investing tool for IFAs
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3rd February 2021
What advisers should know about the FCA’s investment pathway rules
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2nd February 2021
Chris Jones: Challenging retirement income decisions
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25th January 2021
Louis Williams: Building client confidence to handle market stress
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25th January 2021
Ben Goss on risk: A purposeful resolution for 2021
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25th January 2021
Dynamic Planner extends client tool to help meet MiFID II
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20th January 2021
Dynamic Planner extends reporting feature to handle Mifid II rules
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14th January 2021
How ESG can transform the industry’s reputation issue
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8th January 2021
Dynamic Planner launches virtual conference
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24th December 2020
Abhi Chatterjee: Are investors out of the woods as we bid farewell to 2020?
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22nd December 2020
Five investor behavioural biases to look out for
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22nd December 2020
Ben Goss on risk: In times of change, let risk be your ‘true ‘north’
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18th December 2020
Closing the advice gap
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15th December 2020
The role of risk in cash flow planning
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14th December 2020
Dynamic Planner CEO Ben Goss: Six key areas for 2021
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14th December 2020
Dynamic Planner: Six predictions for 2021
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10th December 2020
Challenging assumptions in financial planning – Episode 2
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8th December 2020
Industry ‘incredibly healthy’ but provider challenges remain
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7th December 2020
Benefits of cash flow planning are not just financial
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2nd December 2020
Challenging assumptions in financial planning – Episode 1
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27th November 2020
Independent review of Dynamic Planner cash flow published
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26th November 2020
What I’m reading: Ben Goss
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25th November 2020
Ben Goss on risk: There may be trouble ahead
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17th November 2020
How to manage negative returns
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17th November 2020
How to prepare for a surprise retirement
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10th November 2020
The Paraplanners review Dynamic Planner’s new Cash flow tool
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9th November 2020
Lockdown ‘spend less, save more’ mantra opportunity for IFAs
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3rd November 2020
Dynamic Planner unveils monthly cash flow planning tool
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3rd November 2020
Dynamic Planner reveals new cash flow planning tool
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3rd November 2020
Dynamic Planner revamps cash flow tool to ‘power more advice’
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3rd November 2020
Dynamic Planner launches ‘one system’ cash flow planning service
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3rd November 2020
Dynamic Planner adds cash flow planning tool
3rd November 2020
Dynamic Planner revamps cash flow tool for suitability-concerned IFAs
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3rd November 2020
Dynamic Planner adds cash flow planning tool
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3rd November 2020
Dynamic Planner launches cash flow as part of single system service
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3rd November 2020
Dynamic Planner launches new cash flow tool
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26th October 2020
Race in financial services – Levelling the playing field
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22nd October 2020
Five minutes with – Dynamic Planner
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20th October 2020
Ben Goss: Portfolio cash flow planning for complex times
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5th October 2020
How to financially prepare for a second wave of coronavirus
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30th September 2020
Ben Goss on risk: History jumps and property falls
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22nd September 2020
Advisers urged to dig into clients’ property preferences
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8th September 2020
Volatility concerns remain as Dynamic Planner’s first trust rating aims to entice advisers
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27th August 2020
Investment trusts covered by Dynamic Planner risk profiling
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26th August 2020
Why Seneca’s dynamic step may be a giant leap for investment trusts
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25th August 2020
Ben Goss on risk: Don’t look back in anger
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18th August 2020
Helping clients reduce poor investment choices
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17th August 2020
Dynamic Planner brings risk profiling service to investment trusts
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14th August 2020
Dynamic Planner to include trusts in risk profiling service
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14th August 2020
Dynamic Planner to include trusts in risk profiling service
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14th August 2020
Dynamic Planner brings investment trusts into risk profiling service
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14th August 2020
Dynamic Planner brings investment trusts into risk profiling service
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14th August 2020
Dynamic Planner adds investment trusts to risk profiler
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13th August 2020
Dynamic Planner expands risk profiling to investment trusts
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10th August 2020
How advice firms are gaining new business during Covid
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5th August 2020
Winners in lockdown: some firms see new business jump 30%
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28th July 2020
How to bring in new business despite the lockdown slump
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22nd July 2020
Four in 10 professionals using video for new business
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10th July 2020
Building client trust virtually
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8th July 2020
Three must-haves for socially distanced planning
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18th June 2020
Diversity in Finance Awards – who’s on the shortlist?
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11th June 2020
Financial advice increases risk tolerance and reduces investor anxiety in the face of adversity
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10th June 2020
Ben Goss: Three steps to manage ESG portfolio risks
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10th June 2020
Ben Goss: Three steps to manage ESG portfolio risks
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3rd June 2020
Advice boosts investors’ confidence during market turbulence
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2nd June 2020
Advised investors more optimistic – Dynamic Planner and Henley Business School
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2nd June 2020
Planners ‘increase client risk tolerance and reduce anxiety’
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2nd June 2020
Dynamic Planner: Financial advice increases risk tolerance and confidence during adversity
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27th May 2020
Drawdown portfolios facing Covid test
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22nd May 2020
Understanding behavioural biases
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19th May 2020
Putting our people first at Dynamic Planner
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15th May 2020
Remote working is improving advice – Yasmina Siadatan
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14th May 2020
Dynamic Planner CEO: Risk and retirement
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13th May 2020
Ben Goss on risk: Risk and retirement
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11th May 2020
Louis Williams: Building resilience so investors stay at home and stay invested
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11th May 2020
Advisers play ‘crucial role’ in protecting client wellbeing
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5th May 2020
Dynamic Planner’s Chatterjee: Navigating the ‘tidal wave’ of fiscal policy
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28th April 2020
When investment risk shows itself, the role of adviser is critical
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24th April 2020
Meeting the Challenges of the New Normal – with Chris Jones
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16th April 2020
Multi-asset income funds tap into credit as £20bn worth of dividends slashed
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15th April 2020
Risk-rated portfolio providers defend under fire quant strategies
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14th April 2020
Providers extend Covid-19 support
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14th April 2020
Dynamic Planner launches coronavirus guidance hub
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14th April 2020
Shining a light on companies helping society move through Covid-19 crisis
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13th April 2020
Dynamic Planner launches content hub, remote working support
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8th April 2020
Dynamic Planner unveils adviser support hub
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7th April 2020
Dynamic Planner launches new coronavirus content hub
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7th April 2020
Ben Goss on risk: Four client conversations for today’s markets
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7th April 2020
Dynamic Planner CEO: Client conversations for today’s markets
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7th April 2020
Chris Jones: The unseen risks are the ones that get you
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2nd April 2020
Chris Jones discusses the value advisers add in times of chaos
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2nd April 2020
Dynamic Planner credits 11 funds for low-risk decumulation
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31st March 2020
Dynamic Planner rolls out decumulation service
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31st March 2020
Dynamic Planner details how decumulation funds have fared ahead of launch
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27th March 2020
High profile indices may look worse than your client’s experience
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25th March 2020
Advice industry pulls together amid Covid-19 isolation
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11th March 2020
Budget 2020: Video – A review of key issues
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11th March 2020
Budget 2020: Initial view from a financial planner perspective
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25th February 2020
Dynamic Planner: Trust me, trust my tech
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21st February 2020
No place to hide with FCA’s latest suitability review?
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19th February 2020
How Dynamic Planner built a more diverse workforce
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17th February 2020
Dynamic Planner preps cash flow planning tool for launch
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6th February 2020
Dynamic Planner’s CEO Ben Goss – What will the future hold for the advice industry in 2020?
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6th February 2020
FCA: Good client fact find will help firms renew PI cover
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6th February 2020
Fintech to launch ‘revolutionary’ cash flow tool upgrade
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5th February 2020
Dynamic Planner unveils plans to release cashflow modelling service
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4th February 2020
Dynamic Planner one-stop-shop system ‘on track’
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3rd February 2020
Chris Jones: The importance of risk-based benchmarks
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2nd February 2020
Risk Managed Decumulation Service Launch from Dynamic Planner
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30th January 2020
Dynamic Planner to launch decumulation comparison product
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29th January 2020
Dynamic Planner launches cash flow module
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29th January 2020
Ben Goss on risk: Look beyond ‘averages’
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27th January 2020
Dynamic Planner expands risk labels for decumulation comparisons
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17th January 2020
How to change your company for the better
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16th January 2020
Dynamic Planner CEO outlines five key issues for financial planning in 2020
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13th January 2020
Much is luck, so make sure client needs drive decisions
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8th January 2020
What will the future hold for the advice sector in 2020?
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2nd January 2020
Dynamic Planner: Five predictions for 2020
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16th December 2019
How to use cashflow modelling under the product rules (CPD approx. 30min)
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5th December 2019
Openwork partners with Dynamic Planner to deliver client reporting tool
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3rd December 2019
Dynamic Planner and MSCI launch risk-targeted benchmarks
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28th November 2019
Dynamic Planner launches risk-based benchmarks
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28th November 2019
Dynamic Planner launches MSCI benchmarks for risk-targeted portfolios
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28th November 2019
Dynamic Planner launches ‘industry first’ fund comparison tool
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18th November 2019
The Woodford wind-up and how even the brightest stars can fade
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4th October 2019
Assessing low-cost options in the multi-asset market
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30th September 2019
Platform partnership aims to free up time for advisers
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30th September 2019
Dynamic Planner joins forces with Novia
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23rd September 2019
Dynamic Planner teams up with business school for big data project
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19th September 2019
Dynamic Planner launches risk profiling behavioural science initiative
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19th September 2019
Dynamic Planner and Henley Business School launch investor behaviour study
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18th September 2019
Dynamic Planner launches behaviourial risk study
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1st September 2019
BlackRock selects Dynamic Planner to risk profile MyMap fund range
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1st September 2019
BlackRock selects Dynamic Planner to risk profile MyMap fund range
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30th August 2019
BlackRock opts for Dynamic Planner fintech for portfolios
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29th August 2019
BlackRock selects Dynamic Planner to risk profile multi asset range
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9th August 2019
Removing the back office burden for advisers
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7th August 2019
How can AI and virtual reality improve client experience?
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5th August 2019
Chris Jones: Two sides of the income coin
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29th July 2019
Decumulation ‘nightmare’ for retirees holding Woodford fund
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5th July 2019
US-China tensions could turn into war of attrition
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26th June 2019
Increased focus on suitability just one challenge facing advice firms
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21st June 2019
Ben Goss: Three mega trends set to power financial advice forward
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12th June 2019
New Dynamic Planner review service provides MiFID II support
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10th June 2019
Tenet secures Dynamic Planner deal for members
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7th June 2019
Tenet strikes member deal with Dynamic Planner
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6th June 2019
Dynamic Planner launches MiFID II reporting tool
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6th June 2019
Digital service provider unveils Client Review system for IFAs
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6th June 2019
Dynamic Planner Elements launches to UK financial planners
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5th June 2019
Dynamic Planner to launch Elements upgrades to advice firms UK-wide
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5th June 2019
Dynamic Planner eyes European expansion
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31st May 2019
Absolute returns and the search for alpha
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28th May 2019
Dynamic Planner unveils trio of partnerships with providers
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28th May 2019
‘Proof is in the pudding’ for Dynamic Planner trio partnership
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28th May 2019
Dynamic Planner forges new fintech partnerships
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24th May 2019
Dynamic Planner pledges better service for advisers
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24th May 2019
Financial planning service provider signs triple deal
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16th May 2019
Dynamic Planner launches income funds focused research service
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3rd May 2019
FT Adviser Podcast – Advisers need to work on personalising their service
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17th April 2019
Meaningful evaluation of multi asset income portfolios
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15th April 2019
Dynamic Planner training spaces filling up fast
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11th April 2019
Dynamic Planner events to set out tech upgrades
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20th March 2019
Medium is as crucial as message
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18th March 2019
Adam Higgs: What should you look for in a risk profiling tool?
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11th March 2019
Former Apprentice winner on championing change for more female IFAs
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5th March 2019
How fintech changed the game on dealing with risk
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26th February 2019
Why advisers should embrace AI’s potential
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22nd February 2019
Are DFMs interpreting risk ratings correctly?
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15th February 2019
Are benchmarks any use to advisers?
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14th February 2019
Advice giants ramp up resources for MiFID cost requirements
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7th February 2019
Fears investors reaching for yield are over-stretching
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7th February 2019
Warning Fos limit could cripple advisers
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7th February 2019
Compliance experts urge advisers to prepare clients for market volatility
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6th February 2019
Dynamic Planner promises slicker service
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6th February 2019
Dynamic Planner and MSCI team up for risk-targeted indices
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6th February 2019
Dynamic Planner unveils most comprehensive iO integration
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6th February 2019
Dynamic Planner begins roll out of £5m Elements software
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24th January 2019
Dynamic Planner reveals plans for £5m upgrade
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24th January 2019
Dynamic Planner launches Mifid II reporting tool in £5m upgrade plan
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24th January 2019
Dynamic Planner to spend £5m on next-generation software for advisers
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24th January 2019
Dynamic Planner unveils new £5m fintech investment
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18th December 2018
Five advice market predictions for 2019
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18th December 2018
‘Where I see the challenges and opportunities in 2019’
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6th December 2018
Chris Jones: Managing great expectations
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3rd December 2018
Are advisers making consistent decisions over investments?
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29th November 2018
Threesixty clients offered bespoke Dynamic Planner service
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29th November 2018
Threesixty signs deal for exclusive risk profiling service
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29th November 2018
Dynamic Planner partners with compliance provider
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1st November 2018
Hitting the target: How advisers are matching investments to their clients’ risk profiles
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18th October 2018
Dynamic Planner gives advisers institutional asset analysis
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11th October 2018
Multi-asset ranges hold off shedding vague risk labels
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31st August 2018
Walker Crips adds model portfolios to Dynamic Planner system
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30th August 2018
How important are risk ratings?
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30th August 2018
Nic Cicutti: Why remote risk profiling won’t cut it
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29th August 2018
Walker Crips adds model portfolios to Dynamic Planner
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24th August 2018
Tilney introduces model portfolio range on Hubwise platform
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18th August 2018
Multi-asset funds under fire for ‘detracting from returns’
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18th August 2018
Graham Bentley: So how do you name your model portfolios?
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18th August 2018
Managed portfolios made available on 7IM platform for Charles Stanley
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18th August 2018
Charles Stanley managed portfolios added to 7IM platform
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18th August 2018
Are model portfolios still on point?
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18th July 2018
Risks lurk as DFMs shed bonds for alternatives
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18th July 2018
Dynamic Planner appoints business development sales director
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18th July 2018
Platform benchmarks fail to show if client aims will be met
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18th July 2018
Income portfolios jump up the risk spectrum
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18th July 2018
Investment insight: Are you clear how your ATR tool works?
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18th July 2018
Intrinsic investment proposition head poached by Dynamic Planner
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18th July 2018
Former senior Intrinsic player joins Dynamic Planner
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18th June 2018
Can automated risk-profiling paint the full picture?
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18th June 2018
Putting the world of DFMs to rights
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18th June 2018
Risk-target managed or risk-profiled funds, what?s the difference?
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18th June 2018
Distribution Technology’s Goss talks down upstart rivals
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18th June 2018
Disparities in fund sectors criticised in study
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18th May 2018
Who benefits from risk-rating partnerships?
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18th May 2018
Attitude to risk questionnaires, smart use of technology or baffling science?
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18th May 2018
Which regions have the highest risk ratings?
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18th May 2018
Asset managers urged to act over misleading risk ratings on funds
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18th April 2018
Multi-managers abandon property for absolute return
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18th March 2018
Passive and risk target managed solutions look to shake up the market
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18th March 2018
How can one get the income risk strategy right?
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18th March 2018
Four new income-focused portfolios from AJ Bell
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18th March 2018
Risk profiler ties up deal for 100 advisers
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18th March 2018
National IFA Pi Financial signs five-year deal with DT
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18th February 2018
AJ Bell adds a higher-risk portfolio to its Managed Portfolio Service
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18th February 2018
A warning for advisers using strategic asset allocation models
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18th February 2018
The Big Interview: Distribution Technology boss on fixing advices Achilles heel
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18th February 2018
Dynamic Planner redesigns risk profiler for MiFID II
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18th February 2018
Risk tool to help planners with new suitability rules
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18th February 2018
Dynamic Planner gives risk profiling process MiFID II revamp
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18th January 2018
Dynamic Planner adds 5 risk-targeted portfolios from DFM Bordier
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18th January 2018
Bordier UK teams up with Dynamic Planner on five risk-targeted portfolios
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17th December 2017
Jim Henning: Targeting risk head-on
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17th December 2017
Ben Goss talks FinTech in adviser businesses
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