Dynamic Plannner News Today

With the shortage of advisers in the industry, Isabel Baxter explores the need for new talent and how to recruit for the future...

Across industries, we see clear examples of firms that have forged ahead by harnessing technology in empowering, engaging ways. In the advice industry is no exception. The potential is clear, writes Piers Lawson

Diversifying the age range of clients served by capturing young clients early in their journeys is a form of future-proofing, writes Yasmina Siadatan

Advisers who use risk-based financial planning system Dynamic Planner can now value the Scottish Widows Platform after its latest integration.

Louis Williams looks at the developing world of AI and explains why emotional intelligence in advice has never been more important

Chris Jones asks: What in the world has come over you? Here looks at the concept of generational marketing and explores how advisers can best serve the different needs of clients at different life stages...

On International Women's Day, Steph Willcox highlights the pension gender gap and assesses the best ways to close it

The technology revolution desperately needed to bring more clients and advisers into the industry will still leave room for traditional face-to-face advice, industry chief executives (CEO) agree.

Sustainable investment labelling should provide a level of clarity that both the industry and end investors have long needed, writes Jim Henning...

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.