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…
January 5, 2023
Staying agile amid uncertain markets in 2023
Fidelity Sustainable Multi Asset Fund range portfolio manager Caroline Shaw examines the outlook for the…
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…
November 23, 2022
Sustainable investing – Why it’s important to read the label
By Jim Henning, Head of Sustainable Investment When it comes to doing our washing, we…
November 17, 2022
News from the Investment Committee
Dynamic Planner’s Investment Committee (IC) met on 20 October, focusing on the unprecedented shockwaves suffered…
October 6, 2022
Thank you – From the Dynamic Planner Team
Thank you. To you, the UK financial planning professionals – the advisers, paraplanners and administrators,…
