November 15, 2018
Definition of Risk Must be the Same from Investor to Investment, no Matter What Your Tool
The fundamental definition of risk being lost in translation in the investment process remains very…
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October 25, 2018
Dynamic Planner Announces Details for 2019 Annual Conference
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, is to…
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October 18, 2018
Dynamic Planner puts Institutional Level Asset Analysis at Fingertips of Advice Firms
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has extended…
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October 18, 2018
Dynamic Planner Extend Asset Classes to 49 to Provide Precision Risk Analysis
Today we are releasing some powerful changes to Dynamic Planner’s Asset and Risk Model. We…
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October 11, 2018
7IM Dynamic Planner Wealth Portfolios One-Year Milestone
The 7IM Dynamic Planner Wealth Portfolios fund range celebrated its first anniversary this week. Over…
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October 4, 2018
Dynamic Planner Boosts International Expertise of Investment Committee
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has boosted…
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October 3, 2018
Dynamic Planner names new Head of Asset and Risk Modelling
Dynamic Planner has appointed Abhi Chatterjee as its new Head of Asset and Risk Modelling.…
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August 29, 2018
Walker Crips adds Model Portfolios to Dynamic Planner
Walker Crips has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform,…
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July 24, 2018
Dynamic Planner announce New Business Development Director
Dynamic Planner has appointed Nick Lee as their new Director of Business Development. Nick had…
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July 16, 2018
Former Intrinsic Head of Investment Proposition joins Dynamic Planner
Chris Jones has joined Distribution Technology (DT) as Proposition Director for Dynamic Planner. In this…
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