January 12, 2023
Dynamic Planner appoints Michael Whitfield as Chair
12 January 2023: Dynamic Planner, the UK’s leading risk-based financial planning system has appointed Michael…
December 20, 2022
How a better understanding of yourself could help tackle inflation fears and improve finances
The news from the Office of National Statistics (ONS) that inflation has eased slightly from…
December 14, 2022
75% of advice firms serving more clients than three years ago
Dynamic Planner’s 2022 Spotlight Report finds advisers embrace productivity dividend uncovered by pandemic to bring…
December 13, 2022
Advisers who embrace change will thrive in 2023
Dynamic Planner’s CEO Ben Goss believes advice firms are positioned to thrive in 2023 if…
October 6, 2022
Thank you – From the Dynamic Planner Team
Thank you. To you, the UK financial planning professionals – the advisers, paraplanners and administrators,…
September 7, 2022
Dynamic Planner launches Product and Platform Research
Dynamic Planner has launched Product and Platform Research, ‘fit for the future tech’ which gives…
September 7, 2022
News from the Investment Committee – Annual asset allocation review
Following the rapid economic bounce back from Covid lockdowns, the Investment Committee had become increasingly…
July 15, 2022
Somebody else’s problem – Outsourcing and infrastructure
By Chris Jones, Proposition Director If I were governing an island nation and wanted to…
