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Dynamic Planner News

Chris Jones Propositions Director at Dynamic PlannerOpinionService
January 19, 2021

How can you best communicate recommendations to clients for advised portfolios?

By Chris Jones, Proposition Director Last year’s crisis vindicated a ‘stay invested’ message to clients…
NewsPress Release
January 7, 2021

Dynamic Planner unveils virtual annual conference 2021

Dynamic Planner has announced details for its ninth ‘Transform the Way Clients See You’ Annual…
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaireFeatured
January 5, 2021

How does a multi-asset investment process work in practice?

The principal objective of investing is simple: earning a return in excess of cash that…
January 4, 2021

Building a Centralised Retirement Proposition for your clients – What should you consider?

Dynamic Planner Proposition Director CHRIS JONES analyses key considerations when creating a Centralised Retirement Proposition…