Page 15 - Dynamic Planner News Today

Are DIY platforms truly a gateway to financial advice? Are DIY platforms truly a gateway to financial advice, or should advisers be worried about being bypassed altogether? By Justin Cash 5 th March 2021 12:17 pm Picture this: lockdown strikes and the advice sector watches a boom in day trading unfold in utter horror. Investors pile into hot stocks promoted on social media with no thought as to their impending collapse. Even on mainstream platforms, DIY investors start trading w...

"You see that pale, blue dot? Thats us. Everything that has ever happened in all of human history has happened on that pixel… I believe this is a moral issue. It is your time to seize this issue; it is our time to rise again to secure our future." I remember hearing those lines as a year-old veteran in the financial industry in 2006. For those who cannot quite place it, it is from a film called An Inconvenient Truth, presented by Al Gore. After... To continue reading...

Ben Goss on risk: What is sustainability’s impact on risk? As the measurement of sustainability improves, the market will become more accurate in its assessment of risks Over the last 12 months or so, extreme weather events, fires, floods and droughts have increased around the world. Consumers have seen the impact of climate change not only in their daily news feeds but in their portfolios too. Clean power stocks have charged ahead as governments and investors back decarbonisation, while some...

Ben Goss on risk: A purposeful resolution for 2021 Starting with risk, not reward, can help position the wealth management sector as a force for good as countries rebuild from the pandemic New Year is the time for resolutions and while, as individuals, we might be endeavouring to live more healthily or focus more on what we are passionate about, we should also consider collectively what we want to achieve in the wealth management sector. My plea to advisers, providers and asset managers in 2021...

Louis Williams: Building client confidence to handle market stress Positive and negative emotions Louis Williamson: "Ultimately, the end goal is a confident client and a resilient one in terms of managing their finances." Louis Williams Psychology expert Louis Williams discusses emotional resilience in the face of market turmoil and explores how advisers can help build client confidence to ensure they stay invested during times of stress We know, according to research, that someones emotional s...

Canaccord Genuity Wealth today launches an Environmental, Social and Governance (ESG) portfolio range available on Embark Platform. Financial advisers using the Embark Platform will now be able to provide their clients with three new ESG-led portfolios that directly support the UN Sustainable Development Goals, following a surge in demand for ethical investment propositions since the Covid-19 pandemic and in recent years*. These Canaccord ESG portfolios will focus on positive impact programmes...

New Canaccord ESG offering launched on Embark Platform Focus on positive impact programmes Canaccord Genuity CEO David Esfandi Canaccord Genuity Wealth has launched a range of three ESG portfolios on Embark Platform, in response to the "ever-growing focus on ESG issues" amid the Covid-19 pandemic. ESG Cautious Balanced, ESG Balanced and ESG Growth will be managed by investment director, head of ESG investments Patrick Thomas, with a focus on positive impact programmes that actively benefit soci...

15 th December 2020 12:00 pm What is the value of financial advice? Many people have long argued that it is the peace of mind that clients feel when they finally put their finances in order, and construct a plan that gives them the best chance of funding and achieving the things that are important to them. This is undoubtedly the foundation of good financial planning. But as the Covid pandemic has demonstrated so clearly this year, the true value of financial advice can come in the ongoing re...