All Posts By

Glenn Bryant

At the heart of high-quality investment advice is helping your clients achieve what’s important to them at a risk that they are willing and able to take.
May 16, 2019

Risk Profiling: How Attitude, Capacity and Experience combine to help you reach the right level for clients

Risk profiling doesn’t start and stop with an Attitude to Risk (ATR) questionnaire. It sits…
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Dynamic Planner 16th Anniversary
April 26, 2019

Sweet 16th for Dynamic Planner

At Dynamic Planner, we were very proud to celebrate our 16th birthday in April –…
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Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK
March 19, 2019

Attitude to Risk: The Psychology Behind the Questions and Clients Answers

Twelve months ago at Dynamic Planner, we launched a significant improvement to our already market-leading…
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February 26, 2019

What Can We Expect From Markets in 2019 – and just what will Brexit’s Final Impact be?

The Chief Investment Officer (CIO) Panel is always a much-anticipated highlight at the Dynamic Planner…
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February 20, 2019

MiFID II One Year On: Leading Figures in Compliance Debate its Real Impact

For the first time at our 2019 Annual Manchester Conference, we brought together leading industry…
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CIO Panel at Dynamic Planner Conference London
February 12, 2019

Innovation and Collaboration Spearhead Busy London Conference

Walking past the London Eye and along the Thames early first thing, en route to…
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Dynamic Planner Conference 2019 at Manchester Central
January 25, 2019

First Annual Conference in Manchester Wows Audience

Wow. What a day. Our first ever Annual Conference in Manchester proved to be a…
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Dynamic Planner Investment Progress Review Report
NewsPress ReleaseService
January 24, 2019

Dynamic Planner Announces £5m Tech Investment with Launch of Dynamic Planner Elements

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation-led investment service, today announces…
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Webinar Microphone
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…
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