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

Beware Sheep In Wolves’ Clothing: Regulators’ Market Review And How To Get Value For Money When Investing

Ben Goss 09 August 2017

In the ‘90s you couldn't open a Sunday paper in the run up to the tax year end without being bombarded by esoteric investment fund adverts; 'Beaten the FTSE 5 years running', 'Top Quartile Asian Fund’, ‘Five star BRIC fund’. What really matters of course is not whether your money beats the FTSE, clear benchmark that it is, but whether your investments help you fund your retirement or send your kids to university or achieve other life goals that matter to you, for a level of risk that you are willing and able to take . ...

Read More

Topics: bens blog

Building bridges between data islands

Ben Goss 07 November 2016

We drove out to countryside and parked outside the anonymous grey, 1950’s breeze block building. We were welcomed inside and offered coffee. While we waited we took in our surroundings; wall upon wall of beige hanging files all with private client fact finds, illustrations, application forms, correspondence and paperwork and an army of administrators photocopying, stapling, scanning and on the phone. There were several fax machines....

Read More

Topics: bens blog

3 rules to managing systemic risk

Ben Goss 19 October 2016

Fear of systemic risk often stops digitally supported advice initiatives before they even get started. It shouldn’t....

Read More

Topics: bens blog

5 strategies to overcome the tyranny of investment choice

Ben Goss 06 October 2016

In a famous experiment in an upscale Californian grocery store, researchers set up a sampling table with a display of delectable jams. On the first Saturday they offered an array of 24 different jams to taste, on the next Saturday they displayed only six....

Read More

Topics: bens blog

4 nudges to get your clients taking action

Ben Goss 28 September 2016

1. Offer positive, achievable options...

Read More

Topics: bens blog

10 FinTech reasons why the advice gap will close

Ben Goss 21 September 2016

This weekend I was at the JP Morgan Pensions & Savings Symposium at Gleneagles. Reflecting on the flight home at 30,000 feet here are 10 reasons why FinTech will help close the advice gap....

Read More

Topics: bens blog

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....

Read More

Topics: bens blog

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....

Read More

Topics: bens blog

Time for a post-Brexit Wealth Check?

Ben Goss 05 July 2016

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

Read More

Topics: bens blog

Customer experience matters: beyond technology

Dynamic Planner 30 June 2016

Peter Hornsby – User Experience Manager...

Read More

Topics: bens blog

  

Sign Up to Receive Updates

 

Download our free guide

Download