Targeted support: How will we ensure its delivered?

This video summarises key findings from the Dynamic Planner's Advice 2026 report, revealing significant trends in AI adoption, data utilisation, and regulatory impact within the financial advisory industry. It highlights increased adviser capacity, the growing importance of data, and the dual role of AI in enhancing efficiency while presenting implementation challenges. The discussion also touches upon the evolving needs of younger clients and the introduction of a Financial Happiness Index.

Explore the 2026 market outlook with insights from PIMCO's Rupert Harrison and Dynamic Planner's Abhi Chatterjee. This discussion delves into the impact of geopolitical events on inflation and interest rates, the nuanced growth prospects for emerging markets, and the transformative influence of AI on labor, productivity, and investment. Discover strategic investment approaches, including a focus on emerging markets and fixed income, as global economic dynamics shift.

Join Cherry Reynard on this episode of Connected as she interviews Ben Goss, CEO of Dynamic Planner, about his new book, "Funding Happiness." This insightful discussion explores how collaborative financial planning can lead to both happiness and financial security. Goss shares his journey and the book's mission to bridge the advice gap, emphasising the profound impact of professional guidance on financial confidence and goal achievement.

Hosted by Cherry Reynard with insights from Simon Farrant and Chris Jones, in this episode we explore how targeted support enables mass recommendations with a streamlined suitability process, identifying common client needs and offering pre-defined solutions. With conversation highlighting the regulatory framework, potential benefits for advisors, and the strategic considerations for implementing such services effectively.

This episode of Connected explores the "Give to Gain" theme for International Women's Day, featuring insights from Melinda Lovell and Steph Wilcox. They discuss the importance of nurturing female talent in FinTech and the actuarial field, addressing gender imbalances and the need for enhanced financial education for women. The conversation also covers strategies for financial advice firms to engage women and ensure business longevity, highlighting the growing trend of "Wealth for Women" initiatives.

This episode explores the emotional and psychological aspects of financial investing, particularly for vulnerable clients. Behavioral economist Mark Pittaccio and Dr. Louis Williams discuss how psychological barriers and lack of understanding hinder investment engagement. They emphasise the critical role of human advisors in building trust, focusing on long-term goals, and providing emotional support during market volatility, ultimately advocating for advisors to "get good at being human."

Accessing financial advice can be challenging due to trust issues and societal stigma. Early financial planning is crucial, and individuals should seek help without shame. The episode explores personal experiences with financial advisors and the importance of finding the right fit. It also discusses the evolution of financial advice, emphasising technology, personalisation, and effective marketing to engage younger generations and improve financial literacy.

Technology innovation is transforming the advice industry, particularly through AI. AI enhances efficiency, product development, compliance, and client interactions. While discussing the risks of AI, the importance of human oversight is emphasized. Advisors are urged to adopt AI while preserving personal client relationships. The conversation wraps up with thoughts on the future of AI in the industry and the critical need for trust in AI vendors.

In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.

In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.