October 29, 2019
Chris Jones PFS Q&A: Making complex things simple
Dynamic Planner Proposition Director Chris Jones talks about client understanding
October 23, 2019
14 Advice firms: How we have adopted Dynamic Planner
Risk Profiling “Dynamic Planner’s Risk Profiling process works well,” said Dean Mullaly, of Mark Dean…
July 2, 2019
MiFID II bites into profit for advice firms
Read time: 5min Something nearly always has to give in life. Unfortunately, for UK advice…
June 25, 2019
Thinking outside your everyday box
Read time: 5min It’s good to get out of the office occasionally. Get out of…
June 12, 2019
We couldn’t have put it better ourselves
Read time: 1min In the build-up to Dynamic Planner’s new Client Review being launched on…
June 11, 2019
Client Review process: 18 months in the making
Read time: 3min 15sec At Dynamic Planner, we are proud in our 16-year history to…
June 10, 2019
New Dynamic Planner Client Review launches
Read time: 3min 45sec Following the success of its Early Adopter Programme, unveiled earlier this…
June 7, 2019
Dynamic Planner Teams Up with Tenet
Dynamic Planner has been selected as the best by award-winning financial adviser group Tenet to…
May 16, 2019
Combine Attitude, Capacity and Experience
Risk profiling doesn’t start and stop with an Attitude to Risk (ATR) questionnaire. It sits…
April 26, 2019
Sweet 16th for Dynamic Planner
At Dynamic Planner, we were very proud to celebrate our 16th birthday in April –…