Page 6 - Dynamic Planner News Today

The industry is on the cusp of something “really quite special” as the unprecedented adoption of technology continues across advice and asset management, Dynamic Planner chief executive (CEO) Ben Goss has said.

The chief executive of Dynamic Planner has said the era of product sales is over as the platform sector embraces personal financial planning at scale. Ben Goss said the sector has awakened to the reality that its client not product that should be at the centre of financial planning technology.

Good morning and welcome to your Morning Briefing for Monday 6 February, 2023. To get this in your inbox every morning click here. DFM launch Eden Park Investment Management has partnered with Charles Stanley and SS&C Hubwise to provide a new bespoke on-platform discretionary fund management service. The

Here they are. The first set of shortlists for the Professional Adviser Awards 2023…

The market for adviser technology is shallow, with only around 28,000 advisers in the UK, all being courted by several dozen tech firms selling their wares. Most providers can’t expect to survive.

Advisers who are part of the Quilter Financial Planning network will now have access to Dynamic Planner after the two organisations agreed a long-term partnership.

Dynamic Planner (DP) and Quilter Financial Planning (QFP) have entered into a long-term partnership agreement. DP already works closely with Quilter Investors, Quilter Cheviot and the customer proposition team.

Dynamic Planner has appointed Michael Whitfield as its new board chair following FPE’s investment last year. He replaces Neil Brown who has held the role for several years. 

Over the years there have been 17 winners who were all lucky enough to hear the words: Youre hired! 

Financial advisers must rethink their decumulation strategy as recent market troubles have upset the traditional equity and bond portfolio model.