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 ...

Dynamic Planner, the UK’s leading digital advice platform, has unveiled a series of technology advancements at its ‘Pioneering Tomorrow’s Technology’ conference today (12 February). The firm’s 2025 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Advisers using the new integration will be able to seamlessly transfer ...

Digital advice platform Dynamic Planner has added Isio’s managed portfolio service range to its risk profiled investment universe. The Isio MPS range was launched in April 2025 and provides access to ...

Without resorting to dynamic programming, we determine the decumulation strategy for the holder of a defined contribution pension plan. We formulate this as a constrained stochastic optimal control ...