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Opinion

July 28, 2020

6 ways financial planning technology has helped advice firms this year

We have all been grateful for a little help at some point this year. Whether…

Glenn Bryant

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Opinion Press Release

July 21, 2020

Technology key to enabling advisers to understand changing client priorities in 2020

The pandemic this year has impacted different sections of society in different ways. An example:…

Ben Goss

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Opinion Press Release

July 14, 2020

Human compassion the key to client communication, whether virtual or face-to-face

By Louis Williams, Dynamic Planner Head of Psychology and Behavioural Insights This year’s coronavirus crisis…

dynamicplanner

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Abhimanyu Chatterjee - Head of Asset Risk Modelling

Markets Opinion

July 2, 2020

Dynamic Planner analysis: Is inflation finally on economic cards as lockdown slowly lifts?

As we try and shed our feelings of embattlement, with lockdown finally easing across most…

Abhimanyu Chatterjee

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Funds Opinion

July 2, 2020

The risk of riding too high: The fall of Icarus

During this life in lockdown, I have found myself doing a lot of things I…

Guest

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Markets Opinion

June 19, 2020

Intergenerational planning and investing in a sustainable future

£1trillion of assets is set to pass between generations over the next nine years¹ – but,…

Guest

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Opinion Press Release

June 16, 2020

ESG investing: 3 keys to manage rising risk in clients’ portfolios

Global appetite for environmental, social and governance concerns continues, of course, to grow – arguably…

Ben Goss

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Opinion Research

June 5, 2020

Survey: Does financial advice have a positive impact at a time of crisis?

If you have ever experienced real panic, brought on without warning, it is extremely unpleasant,…

Glenn Bryant

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Opinion

May 27, 2020

A client’s eye view of Dynamic Planner: Two investors share their experience

It is typical on the Dynamic Planner website to read testimonials from advice firms, about…

Glenn Bryant

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Opinion

May 21, 2020

Sharp focus on retirement income as bigger Covid-19 picture develops

Advising clients on income in retirement suddenly became even more challenging this year. The coronavirus…

Ben Goss

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Opinion

6 ways financial planning technology has helped advice firms this year

Technology key to enabling advisers to understand changing client priorities in 2020

Human compassion the key to client communication, whether virtual or face-to-face

Dynamic Planner analysis: Is inflation finally on economic cards as lockdown slowly lifts?

The risk of riding too high: The fall of Icarus

Intergenerational planning and investing in a sustainable future

ESG investing: 3 keys to manage rising risk in clients’ portfolios

Survey: Does financial advice have a positive impact at a time of crisis?

A client’s eye view of Dynamic Planner: Two investors share their experience

Sharp focus on retirement income as bigger Covid-19 picture develops

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