Dynamic Planner Update – January 2018
Happy new year to all our users! 2018 is already off to a flying start here, with the first update to Dynamic Planner already completed. Following the updates we made to the Risk Profile Report in November 2017, in our January release we have made improvements the following reports. Asset Allocation Report Valuations Report Investment […]
Dynamic Planner 2017 Highlights
2017 has been another fantastic year for the Dynamic Planner service. These are just some of the highlights. 440,000 Dynamic Planner broke all records this year – including the highest number of users, the highest number of end investors advised (440,000) in a year, the greatest use of the iPad/iPhone app and the highest […]
Dynamic Planner Partners with Schroders
Schroders has partnered with Dynamic Planner, the market-leading provider of digital risk profiling and financial planning services for financial advisers, to launch five risk-targeted funds. The Schroder Dynamic Planner Portfolios have been designed to enable advisers who use Dynamic Planner to risk profile their clients to select investment solutions that are suitable for their clients’ […]
Women Close Risk Attitude Gap on Men
Women are more risk-averse than men, although the traditional gap between the sexes is shrinking, according to new research. Henley Business School has published the pioneering study, using data provided by award-winning financial planning company Dynamic Planner, based in neighbouring Reading. Four members of Henley Business School’s faculty and staff exhaustively examined more than 500,000 […]
Spotlight with BBC’s Fiona Bruce
Dynamic Planner CEO Ben Goss shone in a high-quality debate chaired by BBC journalist and news presenter Fiona Bruce at the Bankhall Annual Conference 2017. Ben was one of four speakers on the Technology Panel Debate alongside Paul Armson, CEO of Inspiring Advisers, Intelliflo Executive Chairman Nick Eatock and Peter Billington, Head of IT at […]
Autumn Budget 2017
The Chancellor Philip Hammond today delivered his second Budget in the House of Commons. But behind the key points and breaking headlines, what was included of note for the financial service sector? Here is the Dynamic Planner take on today’s speech. Mr Hammond made broadly positives noises about investment in technology but did not go […]
Interview: Catching the FinTech Wave
It took two years of sacrificed weekends and holidays to complete, but on 1 November 2017 Catching the FinTech Wave – the first book by Dynamic Planner CEO Ben Goss – was published following a great launch night in London. Here, the financial services pioneer reveals what motivated him to write the work, what he […]