All Posts By

Glenn Bryant

News
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
News
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
News
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
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…
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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…
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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…
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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…
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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…
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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…
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