More risk may be present when it comes to advising clients in decumulation than advice firms realise, NextWealth has warned. In its latest report ‘Risky Business’, which looked into risk profiling and ...

Financial advisers must rethink their decumulation strategy as recent market troubles have upset the traditional equity and bond portfolio model. EPIC Investment Partners told Money Marketing that the ...

Dynamic Planner serves almost 40% of wealth advice firms and over 150 asset managers Christophe Ponette was appointed as Dynamic Planner’s European managing director earlier this year to lead the ...

Apps can be the future of financial planning, particularly for low value clients, according to Yasmina Siadatan, chief revenue officer at Dynamic Planner. Speaking to FT Adviser, Siadatan discussed ...

Ben Goss said Dynamic Planner’s new tech does the ‘heavy lifting’ for advisers. The introduction of artificial intelligence by Dynamic Planner could produce annual reports in five seconds. CEO of the ...