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'
Ben Goss
'Consumer duty is a second great leap forwards'
Ben Goss
‘Firms that deliver personalised financial planning at scale will win out’
Ben Goss
"The FCA has identified concerns about cash flow modelling"
Ben Goss
'The rise and rise of mobile'
Ben Goss
'Diversity and inclusion is a supply and demand issue'
Ben Goss
'Could progress really be on the cards for the advice gap issue?'
Ben Goss
'Integrated financial planning data is key to effectively running your firm'
Ben Goss
'Client goals can't wait for calmer waters, show your value now'
Ben Goss
'The more your data sources talk to each other, the better your client outcomes'
Ben Goss
'Be clear about the vision of your business if you want to be successful'
Ben Goss
'Advisers must help clients avoid the trap of 'never enough''
Ben Goss
'Industry must stop fighting against new tech-enabled processes'
Ben Goss
'Demand for sustainable solutions is ever-rising'
Ben Goss
'Target markets focus is crucial to better outcomes across the value chain'
Ben Goss
'Advisers should embrace AI and focus on coaching clients'
Ben Goss
'Where can firms provide better service in a consumer duty world?'
Ben Goss
Hybrid working key for advisers to manage influx of clients
Ben Goss