'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'
‘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'
'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'
Does your website set up clients' expectations?
Scaling up isn't easy so don't get caught in the middle
Consumer duty means every firm must hold up a mirror to their proposition and pricing
Industry must incorporate clever and engaging designs
Finding the right adviser is crucial when you are vulnerable
Approaches to finance have changed but the core principles remain
Technology is the key to working faster and smarter
A target market approach could enhance consumer guidance