Dynamic Planner demonstrates thought leadership by being active in the financial services media. Senior speakers provide regular opinion and analysis for FTAdviser, Professional Adviser and Portfolio Adviser, among other top titles. Dynamic Planner commentators also regularly feature in other media like the Money Marketing Podcast and FTAdviser Podcast, alongside contributing CPD articles in areas like cash flow planning and assessing client vulnerability.
Press & Media
Press & Media enquiries
Head of PR – Jo Macklin
07956 575743
joannemacklin@dynamicplanner.com
Marketing Director – Will Dunwell
07912 894848
willdunwell@dynamicplanner.com
Press Release | Staff
Dynamic Planner makes new appointments to power growth in AI-led world
Dynamic Planner, the UK’s leading AI-powered digital advice platform, has made three senior appointments to accelerate its next phase of AI-led growth. Rory McLaren joins as Chief Technology Officer, a highly respected technologist with deep institutional experience in artificial intelligence and regulated financial services. Rory holds a First-Class degree in Computer Science with an […]
Behavioural Finance | Press Release
Study shows where advice can help elevate women’s financial wellbeing
Dynamic Planner, the UK’s leading digital advice platform, has analysed the data from 9000 Financial Wellbeing and Attitude to Risk Questionnaires*, to reveal insightful and actionable findings ahead of International Women’s Day. With research consistently showing that women, on average, have less exposure to financial education and investing opportunities, a self-reinforcing cycle can be […]
Press Release | Service
Dynamic Planner sets out vision to close advice gap by working with firms to unlock their trusted advice at scale.
Today at its annual conference entitled ‘Unlocking Trusted Advice’ Dynamic Planner set out its vision for closing the advice gap within firms and by extension across the UK. Dynamic Planner announced a series of powerful AI, engagement and data upgrades to its digital advice platform all focused on freeing advisers to spend their time building […]
