Dynamic Planner launches AI-based ‘5 second’ client reports
An ‘early adopter programme’ was rolled out today, 12 February
client relationships
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SJP partners with Dynamic Planner on client risk profiling
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff
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P1 Investment Services launches ‘all-in-one’ adviser portal
Tackles the ‘massive problem’ of siloed data across multiple systems
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Dynamic Planner rolls out client psychology tool
Developed by Dr Louis Williams, head of psychology and behavioural insights
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Nearly half of advisers see the ‘great wealth transfer’ as an existential threat
Natixis estimates $84trn worth of assets are set to be passed on over the next 20 years
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Advisers need better ‘emotional intelligence and empathy’ report says
The Financial Advice Paradox report highlighted areas for improvement