Financial planning technology provider RightCapital announced Wednesday the availability of dynamic retirement spending strategies in its application. In a nutshell, the new features provide advisors ...

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 ...

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 ...

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 ...