Fund and Asset Managers

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Insight and Opinion into Financial Planning Matters

Dynamic Planner - A 15 Year History

Glenn Bryant 27 April 2018

Distribution Technology (DT) was founded in 2003 because the vast majority of investments are made by clients after they receive advice from advisers, but the time, cost and risk of delivering advice means the provision of quality advice is increasingly challenged. The three founders of DT - Ben Goss, Adrian Hall and Patrick FitzGerald - felt that technology could change that. Ben had previously founded the UK’s first online advice company (Sort.co.uk) using the Internet to help make advice more widely accessible, while Adrian and ...

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Topics: Interview, Dynamic Planner, Ben Goss

Interview: CEO Ben Goss, Catching the FinTech Wave

Dynamic Planner 03 November 2017

It took two years of sacrificed weekends and holidays to complete, but on 1 November 2017 Catching the FinTech Wave – the first book by Dynamic Planner CEO BEN GOSS – was published following a great launch night in London. Here, the financial services pioneer reveals what motivated him to write the work, what he hopes audiences will take from it and also reflects on both an enormously successful career to date and how he forecasts the future for online financial advice. You can learn more at www.dynamicplanner.com...

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Topics: bens blog, Book, Interview, Catching the FinTech Wave

  

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