All Posts By

Glenn Bryant

Webinar Microphone
OpinionVideo
November 29, 2018

Live Webinar: Dynamic Planner Discuss Suitability and MiFID II

Chris Jones – Dynamic Planner Proposition Director – answered questions on MiFID II suitability requirements…
Read More
aeroplan-yellow-sky
NewsPress Release
November 29, 2018

Dynamic Planner Strikes Deal With threesixty

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has struck…
Read More
The Investment Process Brochure
NewsVideo
November 26, 2018

The Importance of MiFID-II Friendly Suitability Reports

Dynamic Planner Proposition Director Chris Jones has been busy out on the road, engaging with…
Read More
Compass
Press Release
November 22, 2018

Risk Target Managed Funds Could Revolutionise Investment

Advisers are increasingly recommending Risk Target Managed (RTM) solutions, with latest figures from Dynamic Planner…
Read More
Dynamic Planner Annual Conference 2018
NewsPress Release
October 25, 2018

Dynamic Planner Announces Details for 2019 Annual Conference

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, is to…
Read More
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire
NewsPress Release
October 18, 2018

Dynamic Planner puts Institutional Level Asset Analysis at Fingertips of Advice Firms

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has extended…
Read More
Opinion
October 15, 2018

Why recommend Risk Target Managed investments for clients?

Demand for Risk Target Managed (RTM) solutions was driven originally by the then FSA’s ‘Assessing…
Read More
Autumn Budget
News
October 11, 2018

7IM Dynamic Planner Wealth Portfolios One-Year Milestone

The 7IM Dynamic Planner Wealth Portfolios fund range celebrated its first anniversary this week. Over…
Read More
David Goerz
NewsPress Release
October 4, 2018

Dynamic Planner Boosts International Expertise of Investment Committee

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has boosted…
Read More