All Posts By

Glenn Bryant

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
NewsPlatformPress Release
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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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…
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The Investment Process Brochure
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…
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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…
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