Dynamic Plannner

International Women's Day: Measuring the profession's progress

Your profession

International Women's Day: Measuring the profession's progress

'The number of female advisers remains stubbornly low'

clock 08 March 2024 • 4 min read
Female advisers outpace male counterparts in business growth efforts

Your profession

Female advisers outpace male counterparts in business growth efforts

More than half of female advisers looking to grow their firm

clock 08 March 2024 • 1 min read
Investment chiefs advocate regular adviser calls to navigate inflation

Economics / Markets

Investment chiefs advocate regular adviser calls to navigate inflation

Chief investment officers weigh in on inflation concerns

clock 06 March 2024 • 1 min read
Harriett Baldwin: Urgent action needed to plug advice gap

Your profession

Harriett Baldwin: Urgent action needed to plug advice gap

'Doing nothing to fix the advice gap is a choice’

clock 05 March 2024 • 2 min read
Seize the day: Harnessing technology's consumer benefits

Technology

Seize the day: Harnessing technology's consumer benefits

Reduce costs, improve financial education and boost inclusion

clock 23 February 2024 • 3 min read
Why younger clients are an opportunity firms should not overlook

Your profession

Why younger clients are an opportunity firms should not overlook

Harness the power of technology to maximise client engagement

clock 11 October 2023 • 4 min read
Dynamic Planner now includes Scottish Widows Platform 

Wrap/platforms

Dynamic Planner now includes Scottish Widows Platform 

Comes ahead of the closure of Advance by Embark Platform

clock 19 September 2023 • 1 min read
Consumer Duty countdown: How to maximise technology

Consumer Duty

Consumer Duty countdown: How to maximise technology

With the Consumer Duty deadline dominating the media, advisers' thoughts and dreams, are you making the most of your existing technology providers to help you meet the regulations? Steph Wilcox shares her thoughts...

clock 17 July 2023 • 3 min read
Good outcomes: Applying sustainability to Consumer Duty

Consumer Duty

Good outcomes: Applying sustainability to Consumer Duty

How sustainability fits into Consumer Duty compliance

clock 20 June 2023 • 6 min read
Why AI will never replace adviser/client relationships

Technology

Why AI will never replace adviser/client relationships

Do we need emotional intelligence if we have artificial intelligence?

clock 23 May 2023 • 4 min read