'Retirement planning is one of the most challenging aspects of the adviser’s role'
Ben Goss
Ben Goss is the chief executive and co-founder of Dynamic Planner. Before starting Dynamic Planner he co-founded Sort in 1998, the UK's first online investment adviser. He is a fellow of the Royal Society of Arts and author of a book on fintech.
'Maintaining business profitability in the consumer duty era'
'Consumer duty is a second great leap forwards'
‘Firms that deliver personalised financial planning at scale will win out’
"The FCA has identified concerns about cash flow modelling"
'The rise and rise of mobile'
'Diversity and inclusion is a supply and demand issue'
'Could progress really be on the cards for the advice gap issue?'
'Integrated financial planning data is key to effectively running your firm'
'Client goals can't wait for calmer waters, show your value now'
'The more your data sources talk to each other, the better your client outcomes'
'Be clear about the vision of your business if you want to be successful'
'Advisers must help clients avoid the trap of 'never enough''
'Industry must stop fighting against new tech-enabled processes'
'Demand for sustainable solutions is ever-rising'
'Target markets focus is crucial to better outcomes across the value chain'
'Advisers should embrace AI and focus on coaching clients'
'Where can firms provide better service in a consumer duty world?'
Hybrid working key for advisers to manage influx of clients