Page 13 - Dynamic Planner News Today

Capturing clients' sustainability preferences provides advisers with a foundation in which to have a conversation in order to understand their goals from the outset, writes Louis Williams

Advisers can increasingly meet investor preferences on sustainability without having to rethink their suitability criteria, writes Ben Goss

'A significant contribution industry could make would be to avoid adding more jargon and acronyms'

Good morning and welcome to your Morning Briefing for Thursday 28 October, 2021. To get this in your inbox every morning click here. Industry reacts to Budget Chancellor Rishi Sunak yesterday (27 October) announced his Budget and Spending Review for autumn 2021, and our inboxes exploded with reaction from the

To help advisers understand clients’ sustainability preferences

Dynamic Planner is looking to hire 20 staff members across different arms of the business before the end of the year.That includes among others product development, IT, and client success and account management teams.

Helping clients achieve the lives they want, rather than focusing on their money, is the starting point for many advice firms, but it has not always been that way.

Global investment management firm Brown Advisory has bolstered its UK team with two new senior hires. Rosanna Arikoglu and Alexander Bottenheim have joined the firm’s UK private client and charity team as portfolio managers, bringing the total number of London-based colleagues to 60.

21 st May 2021 3:00 pm The first time I heard the word “Bitcoin” was in 2016, after I asked a classmate from my Chinese course the slightly intrusive question “What do you do for a living?”. He replied he was buying and selling “Bitcoins”, an answer I found puzzling, as I had absolutely no idea about cryptocurrencies. After further explanation, I understood it was a digital currency, the value of which is constantly fluctuating, but you cannot use it to purchase goods or services....

Ben Goss on risk: Risk targeting in accumulation and decumulation Risk-based planning requires increasingly close relationships between fund manager, adviser and the client We are now a year on from the crash and volatility of spring 2020 and, while the country takes tentative steps out of lockdown, risk remains top of mind for many investors and their advisers. I have no doubt the fluctuations of the last 15 months are also on the mind of the Financial Conduct Authority as it works on the post...