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,…
February 3, 2021
Dynamic Planner launches sustainable investing insight
Whole of market MSCI ESG fund research now available in Dynamic Planner to help advisers…
January 26, 2021
How can we build clients’ resilience in volatile market times?
A schooling in psychology drives LOUIS WILLIAMS - Head of Psychology & Behavioural Insights at…
January 7, 2021
Dynamic Planner unveils virtual annual conference 2021
Dynamic Planner has announced details for its ninth ‘Transform the Way Clients See You’ Annual…
January 4, 2021
Building a Centralised Retirement Proposition for your clients – What should you consider?
Dynamic Planner Proposition Director CHRIS JONES analyses key considerations when creating a Centralised Retirement Proposition…
December 3, 2020
Citywire Podcast – Stress testing a client’s portfolio: Is it style over substance?
At Dynamic Planner, we have partnered with Citywire, which includes New Model Adviser among its…
November 30, 2020
Cash flow planning for your clients caught out by early ‘retirement’
By Chris Jones, Proposition Director, Dynamic Planner We are increasingly accustomed today to carefully managing…