New artificial intelligence tools could help could help address the advice industry’s “achilles heel”, Dynamic Planner has said. Dynamic Planner has announced a new batch of AI tools which it claims ...

Advice firms face growing economic pressure from ageing client bases and relatively small average portfolio sizes.

Dynamic Planner has outlined its vision for closing the advice gap, unveiling a series of artificial intelligence, digital engagement and data upgrades designed to reduce the cost of delivering advice ...

In the rolling hills of central Romania, eight NATO nations gathered at the Land Forces Combat Training Center Getica with their eyes ...

I’ve found that when advisors discuss retirement income with their clients, some may rely heavily on one particular decumulation strategy and leave other solutions off the table. Clients often don’t ...

We’ve known for a long time that Apple’s eventual goal is to be able to hide both the selfie camera and all of the Face ID components beneath the display so that the screen is completely uninterrupted ...

In this post, we will explore the five critical behavioral and structural barriers in the decumulation phase of retirement and demonstrate how to design a portfolio that can overcome these hurdles.

The Dynamic Island, a signature feature of iPhones, has been significantly enhanced with the release of iOS 26. This interactive display interface now combines an array of built-in tools and ...

As advisors continue to debate the best way for retirees to take income from their savings, a new approach emerged this fall from a research paper that challenges William Bengen’s famous “4% rule.” ...

While mass affluent individuals are confident about how prepared they are for retirement, a recent report from Prudential Financial Inc. shows there’s still more work ahead to ensure a lifetime, ...

The new Dynamic View feature was announced last week as part of the Gemini 3.0 update. It started rolling out on the web version of Gemini recently, and I’ve been testing it out over the last few days ...