Fund and Asset Managers

Learn more about the risk profiling services that Dynamic Planner offer, to help support your funds.

Insight and Opinion into Financial Planning Matters

Ben Goss

Recent Posts

4 golden questions to get financial planning engagement

Ben Goss 14 September 2016

“Silver surfers, swiping their smartphones to get instant personal advice on their property fund post-Brexit.” Martin Wigginton, Head of Product & Commercial at Cofunds was talking to the DT Team at our annual kick-off event last week about how apps provided by advice firms and integrated with their platform might operate at some point into the future. It’s a powerful picture – a simple gesture, generating a piece of personalised advice, in an accessible form from a trusted source....

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Topics: bens blog

Engaging with digital, lessons from Uber

Ben Goss 31 August 2016

“Ford targets fully autonomous vehicle for ride sharing in 5 years”.  Ford’s announcement last week really made me sit up and think. I linked it with a remark made by Uber’s CEO a while ago that he wanted to get rid of drivers; "When there's no other dude in the car, the cost of taking an Uber anywhere becomes cheaper than owning a vehicle.” Investment advice firms are often concerned that the use of technology will devalue their role or somehow make the customer feel that they can do what the adviser is doing. As a result many ...

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Topics: bensblog

How to help ensure investment suitability without a crystal ball

Ben Goss 25 August 2016

Not many people can say that they haven’t made a bad choice at some point in their life. In behavioural finance it is referred to as ‘decision regret’, a purchase or decision that for some reason was later regretted. Generally, people are uncomfortable making important decisions for fear of getting them wrong, or finding out later that they could have made a better choice. Having a crystal ball to see into the future would be extremely useful. Advisers face the same type of choices every day, only with the added pressure that they ...

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Topics: News

Of Pokémon™ and Pensions

Ben Goss 23 August 2016

“The fastest way to get the transfer forms is to send us a fax.” said the telephone administrator....

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Meet the Investment Influencers: Ben Goss

Ben Goss 02 August 2016

DT CEO Ben Goss has been interviewed by Lawrence Gosling of Professional Adviser in the latest instalment of their ‘Meet the Investment Influencers’ series. They discuss the role of technology in the investment selection process and the challengers investors face. Ben also provides insight to the future of digitally supported advice and the value it can offer to financial planning businesses by allowing them to service smaller cases profitably....

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Topics: News

Time for a post-Brexit Wealth Check?

Ben Goss 05 July 2016

Financial planning in the midst of risk and uncertainty...

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Topics: bens blog

Brexit – helping clients in the midst of risk & uncertainty

Ben Goss 28 June 2016

Reading the FT this Saturday Hargreaves Lansdown said investors were “out in force bargain hunting.” Speaking to our intermediary clients during the day on Friday the 24th and reading the trade press it could not be more different, as the day wore on all was quiet....

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Topics: bens blog

EU Referendum - Just another manic Friday?

Ben Goss 21 June 2016

With the EU Membership Referendum date rapidly approaching we are frequently asked for our views on how a vote to leave will impact Dynamic Planner’s asset allocation model and whether there has been any change in approach leading up to the vote....

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Topics: bens blog

Engaging investors for 'a party tomorrow'

Ben Goss 21 June 2016

Why digitally engaging consumers around long term investing is so difficult....

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Ensuring good ‘choice architecture’

Ben Goss 07 June 2016

7 steps to a successful digital planning service – Part 2...

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Topics: bens blog

  

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