Featured December 6, 2021 Robust, repeatable and reliable By Bordier UK Centralised investment propositions (‘CIPs’) have been around for some time. The FCA… Guest Love0
ESG investingOpinion November 18, 2021 Drive towards sustainable investing promises improved clarity for clients en route Jim Henning – Head of Investment Services at Dynamic Planner – outlines the current climate… Jim Henning Love0
ESG investingPress Release October 27, 2021 Dynamic Planner creates Sustainability Discussion Guide for advisers Ahead of the UN Climate Change Conference (COP26), Dynamic Planner has created a white paper… dynamicplanner Love0
Featured October 26, 2021 Advice firms have real opportunity under UK Sustainability Disclosure Requirements By Tribe Impact Capital The announcement of the UK’s proposed Sustainability Disclosure Requirements (SDR), followed… Guest Love0
Featured October 19, 2021 Inflation – What to make of the current dynamics By Maria Municchi, Multi Asset Fund Manager, M&G The recent bout of volatility has affected… Guest Love3
Featured October 12, 2021 Market outlook: Three things to look out for over the next year As we enter the last quarter of 2021, we believe that these are likely to… Guest Love3
Press Release October 6, 2021 Dynamic planner’s Louis Williams named Future Leader in Knowledge Transfer Partnership Awards Dynamic Planner’s Head of Psychology & Behavioural Insights Louis Williams, has been named as one… dynamicplanner Love3
Featured August 3, 2021 Inflation and us Who are CAM? What do we do? City Asset Management (CAM) exists to increase the… Guest Love2
Cash FlowService July 20, 2021 Dynamic Planner Updates – July 2021 It’s been a busy few months here as the team have been working hard to… Joshua Knight Love1
ESG investingService July 6, 2021 How can we help you join up suitability and sustainability? For those of you who couldn’t join us last month for our sustainable investing events,… Jim Henning Love1