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…
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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…
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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…
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October 3, 2018
Dynamic Planner names new Head of Asset and Risk Modelling
Dynamic Planner has appointed Abhi Chatterjee as its new Head of Asset and Risk Modelling.…
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August 29, 2018
Walker Crips adds Model Portfolios to Dynamic Planner
Walker Crips has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform,…
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July 24, 2018
Dynamic Planner announce New Business Development Director
Dynamic Planner has appointed Nick Lee as their new Director of Business Development. Nick had…
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July 16, 2018
Former Intrinsic Head of Investment Proposition joins Dynamic Planner
Chris Jones has joined Distribution Technology (DT) as Proposition Director for Dynamic Planner. In this…
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June 20, 2018
Giving Back Ahead of iO Conference Makes Us All Richer
Rather than commission just another corporate mug or notebook for June’s Conference, we decided to…
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June 12, 2018
Dynamic Planner Helps Power Exciting New Vitality Proposition
Vitality has partnered with Dynamic Planner to help launch VitalityInvest and enable people to close…
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April 27, 2018
Dynamic Planner – A 15 Year History
Distribution Technology (DT) was founded in 2003 because the vast majority of investments are made…
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