November 29, 2018
Discussing Suitability and MiFID II
Chris Jones – Dynamic Planner Proposition Director – answered questions on MiFID II suitability requirements…
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…
November 26, 2018
MiFID-II Friendly Suitability Reports
Dynamic Planner Proposition Director Chris Jones has been busy out on the road, engaging with…
November 22, 2018
Funds That Could Revolutionise Investment
Advisers are increasingly recommending Risk Target Managed (RTM) solutions, with latest figures from Dynamic Planner…
October 25, 2018
Details for 2019 Annual Conference
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, is to…
October 18, 2018
Analysis at Fingertips of Advice Firms
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has extended…
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…
October 4, 2018
Boosting International Expertise of Investment Committee
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has boosted…
October 3, 2018
New Head of Asset and Risk Modelling
Dynamic Planner has appointed Abhi Chatterjee as its new Head of Asset and Risk Modelling.…
August 29, 2018
Walker Crips adds Model Portfolios
Walker Crips has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform,…