Dynamic Planner

'This is not about replacing advisers, it's about extending their reach'

PA looks at what AI did for advice this year and what more to expect

‘The challenge is that delivering advice is hard’

Behavioural, financial and demographic differences must be factored in

More under-40s are seeking advice as firms utilise technology

Classic and Tracker ranges join more than 1800 investment solutions

Industry is growing, thriving and embracing change

Dynamic Planner research finds

Dynamic Planner research reveals split views on simplified advice vs targeted support

Dynamic Planner's Advice 2025 report reveals rising demand for financial advice