September 7, 2022
Dynamic Planner launches Product and Platform Research
Dynamic Planner has launched Product and Platform Research, ‘fit for the future tech’ which gives…
September 7, 2022
News from the Investment Committee – Annual asset allocation review
Following the rapid economic bounce back from Covid lockdowns, the Investment Committee had become increasingly…
August 18, 2022
Consumer Duty – Time to get your retirement ducks in a row
By Bordier UK The FCA has now published its final Consumer Duty rules, with a…
March 8, 2022
Dynamic Planner launches Client Access to help advisers drive client relationships and engagement in a hybrid world
Dynamic Planner has launched Client Access, a customer focused and interactive technology designed to help…
December 21, 2021
Dynamic Planner Updates – December 2021
Document store, relationship management, intelliflo office integration and "are you sure"? Read more in our…
