Dynamic Planner CEO on AI's role in 'trusted advice'

This year, the advice profession has faced a vast amount change. Artificial intelligence (AI) and increased automation have also been a theme for financial advisers in 2025, alongside keeping up with market volatility.  With that in mind, Dynamic Planner is on a mission to unlock "trusted advice", CEO Ben Goss told PA. "It's been a year of change in terms of the acceleration of generative AI and the use of AI in the world around us and across the industry," Goss noted. "It's been another year of volatility - equity markets remain uncertain, even as they trend upward." The CEO also ...