Dynamic Planner launches content hub remote working support
13 April 2020
Risk profile software provider Dynamic Planner has launched a new content hub, to provide support for advisers working remotely amid the Coronavirus crisis.
The Dynamic Planner Content Hub will offer information and support on subjects such as investment risk and market outlook as well as market insight and analysis from in-house investment experts including chief investment strategist Abhi Chatterjee.
It aims to help advisers “bring the difficult conversations they will be having with clients to life,” the firm said, while helping to tackle key issues and reassure clients through the market turmoil.
At launch, key topics include a checklist of key things to remember for low, medium and high risk profile clients; the value of remaining invested over time; the value of a relevant benchmark to measure fund and portfolio performance and how emotions can lead to bad decisions.
Over the coming weeks, video blogs from Chatterjee, proposition director Chris Jones and CEO Ben Goss will be featured, as well as guest blogs from fund partners.
Ben Goss, CEO, Dynamic Planner, said: “The entire world has seen an almost instantaneous shift to homeworking and online meetings and this is the same for advisers and their clients. What’s quickly emerging from recent events is that thanks to technology, the changes playing out around how we work and communicate right now are more than likely here to stay far beyond Coronavirus.
“More than ever, we are pushing ahead with a clear vision of an increasingly remote and agile working world for the investment industry of the future.”
ATEB Consulting’s Steve Bailey looks at how the FCA’s view of suitability and what that means in practice for...
Paraplanners who have been furloughed and are concerned that their company will not have a job for them should...
The Supreme Court has ruled that a pension transfer made in ill health should not be subject to inheritance...