All Posts By

Glenn Bryant

Dynamic Planner 15 Years Fireworks
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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Risk Targeting Uncertain Times displayed as chess pieces
April 23, 2018

Webinar – Risk Targeting in Uncertain Times

A joint webinar with 7IM and Schroders on the subject of ‘Risk Targeting in Uncertain…
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Dynamic Planner Press and Media
Press Release
March 31, 2018

Pi Financial Selects Dynamic Planner In Five-Year Deal

Under the deal, Shropshire-based Pi Financial will make Dynamic Planner available to its family of…
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Buisness woman holding a pen whilst doing financial suitability check
March 23, 2018

Suitability Doesn’t Get Lost In Translation

At the Dynamic Planner Annual Conference at the end of January, reviewing clients’ portfolios to…
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Mifid II Requirements
March 19, 2018

Help You Meet MIFID II Requirements

The Markets in Financial Instruments Directive (MIFID) is the framework of the European Union (EU)…
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Annual Conference – In Conversation with Alastair Campbell, Nic Coward and Ben Goss
February 6, 2018

In Conversation with Alastair Campbell

This year’s Dynamic Planner Annual Conference climaxed with a Question Time-style panel debate involving keynote…
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Dynamic Planner Schroders
December 12, 2017

Dynamic Planner Partners with Schroders

Schroders has partnered with Dynamic Planner, the market-leading provider of digital risk profiling and financial…
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Women Risk Averse
December 7, 2017

Women Close Risk Attitude Gap on Men

Women are more risk-averse than men, although the traditional gap between the sexes is shrinking,…
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Ben Goss shares stage with Fiona Bruce
November 28, 2017

Spotlight with BBC’s Fiona Bruce

Dynamic Planner CEO Ben Goss shone in a high-quality debate chaired by BBC journalist and…
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Autumn leaves on field
November 22, 2017

Autumn Budget 2017

The Chancellor Philip Hammond today delivered his second Budget in the House of Commons. But…
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