Five opportunities for advisers that could see them thrive in 2023

Dynamic Planner breaks down key themes expected to play out next year

Professional Adviser
clock • 2 min read

Five key themes that are expected to play out in 2023 will offer advisers who embrace them the opportunity to build their business and thrive, according to Dynamic Planner.

Value of advice and technology Chief executive Ben Goss highlighted that challenging times are a reminder of the value of advice and in particular "the power of diversification and the importance of risk-based planning". As a result, one opportunity he sees for advisers is supporting existing clients as the UK continues to face recession and the repercussions of the ongoing war in Ukraine on economies and markets. He also noted that a "wave of new clients looks set to persist". "Challenging times are also the times when innovations emerge and find fertile ground," explained Goss....

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Technology

UK platform market 'walking into oblivion' without tech innovation

UK platform market 'walking into oblivion' without tech innovation

Delegates heard platforms are ‘overpriced for what they deliver’

Jenna Brown
clock 26 January 2023 • 3 min read
Transact partners with WBS for its electronic dealing solution

Transact partners with WBS for its electronic dealing solution

‘The partnership will help us achieve great execution prices for our customers’

Ayesha Venkataraman
clock 19 January 2023 • 1 min read
Dynamic Planner links with Quilter FP in long-term partnership

Dynamic Planner links with Quilter FP in long-term partnership

Dynamic Planner provided to advisers within Quilter group

Jenna Brown
clock 18 January 2023 • 1 min read