HeyJaredConnected - A podcast by Dynamic Planner
Welcome to Connected. Together with the Dynamic Planner team, we bring you regular and lively discussions tackling whatever is on the agenda of the day. Each episode gets to the heart of some of the biggest challenges and questions facing all of us in the industry.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Jul 31, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Connected Podcast - Financial Advice Trends: AI, Data, and Capacity (opens the original)
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This video summarises key findings from the Dynamic Planner's Advice 2026 report, revealing significant trends in AI adoption, data utilisation, and regulatory impact within the financial advisory industry. It highlights increased adviser capacity, the growing importance of data, and the dual role of AI in enhancing efficiency while presenting implementation challenges. The discussion also touches upon the evolving needs of younger clients and the introduction of a Financial Happiness Index.
2026 Mid year Review - Market Outlook: AI, Geopolitics, and Growth (opens the original)
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Explore the 2026 market outlook with insights from PIMCO's Rupert Harrison and Dynamic Planner's Abhi Chatterjee. This discussion delves into the impact of geopolitical events on inflation and interest rates, the nuanced growth prospects for emerging markets, and the transformative influence of AI on labor, productivity, and investment. Discover strategic investment approaches, including a focus on emerging markets and fixed income, as global economic dynamics shift.
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