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Understanding the impact of currency risk

| Markets | No Comments
In light of elevated economic and market volatility unfolding globally, and the UK government’s recently…
A compass symbolising the transformation of Independent Financial Advisers

Dynamic Planner launches Product and Platform Research

| News, Press Release, Service | No Comments
Dynamic Planner has launched Product and Platform Research, ‘fit for the future tech’ which gives…
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire

News from the Investment Committee – Annual asset allocation review

| Funds, News | No Comments
Following the rapid economic bounce back from Covid lockdowns, the Investment Committee had become increasingly…
Hands shaking in black and white

Consumer Duty – Time to get your retirement ducks in a row

| News, Research | No Comments
By Bordier UK The FCA has now published its final Consumer Duty rules, with a…