Connected - A podcast by Dynamic Planner
Welcome to Connected. Together with the Dynamic Planner team, we bring you regular and lively discussions tackling whatever is on the agenda of the day. Each episode gets to the heart of some of the biggest challenges and questions facing all of us in the industry. Whether it's the march of AI, tumultuous markets and world events, or ever-changing technology and regulation. Join us and connect to issues that matter most to the UK's investment and financial planning industry.
Episodes
The episode highlights the advice gap in financial services, focusing on its historical context and the variations in quality. It discusses the increasing demand for financial advice due to risk aversion and the impact of technology in offering basic guidance. The conversation also addresses the need for targeted support, the importance of accurate client data, and the potential of AI for hyper-personalisation in financial advice.
Consumer Duty has reshaped the advisory landscape, emphasizing client understanding of services and fees. Firms are reassessing their practices to ensure consistent service delivery. A cultural shift is occurring, moving from compliance to a proactive, client-focused approach. Technology is enhancing service delivery and documentation. Future regulatory changes are expected to further influence the financial services industry amid ...
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