Dynamic Planner

'This time it feels like something significant may happen'

According to Dynamic Planner’s Financial Happiness Index

Mercer takes clean sweep of overall gold awards

After July fall

'Behavioural science needs to sit at the centre of how agentic AI is designed for financial advice'

According to Dynamic Planner’s Advice 26

Consumer Duty aligned adviser benchmark based on a data set and behavioural model

'Helping clients means shifting their focus from the present to the future'

While transformative AI is just a tool – to be used by people, for people

Panel unpacks next gen themes in advice