Dynamic Planner is launching Connected, a new podcast series designed to inform, inspire and connect professionals across the investment and advice industry.
Hosted by veteran financial journalist Cherry Reynard, who brings more than 20 years of experience, Connected will feature expert insights and thought-provoking discussions on key issues shaping the sector.
The first weekly episode goes live on Monday 28 July and will focus on the impact of the FCA’s Consumer Duty, featuring Chris Jones, financial services director at Dynamic Planner.
From autumn, the podcast will move to a monthly release schedule. It will be available on Dynamic Planner’s website, YouTube, Apple Podcasts and Spotify.
Yasmina Siadatan, chief revenue officer at Dynamic Planner, said: “As a community, we are good at coming together to share ideas and best practice. That’s why we are launching Connected, a podcast series that gets to the heart of the issues to inspire conversation and debate, leading to more innovation and change.
“We hope you enjoy the format with Cherry and our guests, and we welcome feedback and suggestions. Together we can effect change for good.”
The podcast forms part of Dynamic Planner’s broader strategy to support advice professionals with content and tools that respond to evolving client needs and regulatory pressures.
The digital advice platform recently surpassed £100bn in client holdings, marking a major milestone ahead of the second anniversary of the Consumer Duty on 31 July.
Founded in 2003, Dynamic Planner is an end-to-end financial planning system used by firms to match clients with suitable investment solutions.
It combines intuitive planning tools with an independent asset risk model, backed by over 20 years of data and more than 2,400 covariance correlations. The platform risk-profiles more than £280bn in assets daily.
