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Dynamic Planner, the UK’s leading AI-powered digital advice platform, has made three senior appointments to accelerate its next phase of AI-led growth.
Rory McLaren joins as Chief Technology Officer, a highly respected technologist with deep institutional experience in artificial intelligence and regulated financial services. ...
Chart 1
April saw a clear recovery across the Dynamic Planner Benchmarks, with returns increasing alongside risk profiles. DP4 returned 2% over the month, while DP7 rose 5.3% [see chart 1], reflecting a strong equity-led environment in which higher-risk portfolios outperformed.
North America remained the largest contributor across most p...