December 21, 2021
Dynamic Planner Updates – December 2021
Document store, relationship management, intelliflo office integration and "are you sure"? Read more in our…
December 7, 2021
Garraway launches Decumulation Model Portfolio using Dynamic Planner’s Risk Managed Decumulation standards
Advisers using Dynamic Planner’s Risk Managed Decumulation Service (RMD) can now access the Garraway Decumulation…
October 27, 2021
Dynamic Planner creates Sustainability Discussion Guide for advisers
Ahead of the UN Climate Change Conference (COP26), Dynamic Planner has created a white paper…
October 6, 2021
Dynamic planner’s Louis Williams named Future Leader in Knowledge Transfer Partnership Awards
Dynamic Planner’s Head of Psychology & Behavioural Insights Louis Williams, has been named as one…
May 5, 2021
Dynamic planner launches industry’s first psychometric sustainable investing questionnaire
Dynamic Planner is set to launch the industry’s first psychometric Sustainable Investing questionnaire. Launching on…
March 18, 2021
Sustainable investing – Why it’s good to talk to clients now
What is driving growth today in sustainable investing? How can advice firms demonstrate value to…
February 16, 2021
FCA investment pathways: A risk or an opportunity for advice firms?
On 1 February 2021, the FCA’s ‘investment pathways’ were introduced and while consequences are keenest,…