Dynamic Planner has launched Tram, a new digital engagement app designed to help advisers “put a financial plan in the hands of their clients”. CEO Ben Goss told delegates at its annual conference ...

Dynamic Planner, the UK’s leading digital financial advice platform, has launched a new feature, Financial Personality Insights, designed to provide advisers with a deeper understanding of clients’ ...

DIY research is reshaping agency-client dynamics Do-it-yourself and self-service research are now core parts of the client-side equation, and forward-thinking agencies should embrace the shift to ...

More than eight in 10 advisers have increased their client numbers in the past year, according to research from Dynamic ...

Financial advisers will be able to use a psychometric questionnaire to understand their clients’ appetite for sustainable investments for the first time this week. Dynamic Planner launches its ...