Category

News

The FCA wants people comparing apples and apples
NewsOpinion
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…
Read More
Dynamic Planner Annual Conference 2018
NewsPress Release
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…
Read More
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire
NewsPress Release
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…
Read More
Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK
NewsPlatform
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…
Read More
Autumn Budget
News
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…
Read More
David Goerz
NewsPress Release
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…
Read More
Abhimanyu Chatterjee - Head of Asset Risk Modelling
NewsPress Release
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.…
Read More
Walker Crips Funds
NewsPress Release
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,…
Read More
Dynamic Planner Press and Media
NewsPress Release
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…
Read More
Chris Jones Propositions Director at Dynamic Planner
NewsPress Release
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…
Read More