All Posts By

Glenn Bryant

Dynamic Planner 15 Years Fireworks
News
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
News
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
Service
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
Service
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
News
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
News
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
NewsResearch
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
News
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
News
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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