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Dynamic Planner News

April 1, 2021

Three big ESG questions for advisers

A conversation with Ken Rayner, CEO of RSMR As ESG (Environmental, Social and Governance) becomes…
March 30, 2021

Don’t let perfect be the enemy of good as big ESG picture becomes clear

Sustainability and its implications for risk and for the suitability of investment portfolios is now…
March 18, 2021

Sustainable investing – Why it’s good to talk to clients now

What is driving growth today in sustainable investing? How can advice firms demonstrate value to…
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaireFeatured
March 17, 2021

Welcome to intelliflo

By intelliflo You may have noticed a change in our intelliflo brand. This new identity…