Opinion September 8, 2020 Psychometric questionnaires: How do they really profile your client’s attitude to investment risk? Louis Williams - Head of Psychology & Behavioural Insights at Dynamic Planner - analyses the… Glenn Bryant Love0
OpinionPress Release September 1, 2020 Forward-looking projections forecast a brighter future for everyone A client whose financial adviser had relied upon performance scenarios required in a Key Information… Ben Goss Love0
Opinion August 7, 2020 Refocusing on desirable investment risk can help your clients avoid undesirable 2020 returns Looking back over the first half of the year, January seems to be a completely… Abhimanyu Chatterjee Love0
OpinionResearch August 4, 2020 New Dynamic Planner survey – How are advice firms working in 2020? Whether you feel good, bad or indifferent about it - video chat on platforms like… Glenn Bryant Love0
MarketsOpinion July 31, 2020 Caution reaps its own reward in retirement if market tides turn By Sam Liddle, Sales Director, Church House Investment Management If you’re a young person, with… Guest Love0
Opinion July 28, 2020 6 ways financial planning technology has helped advice firms this year We have all been grateful for a little help at some point this year. Whether… Glenn Bryant Love0
OpinionPress Release July 21, 2020 Technology key to enabling advisers to understand changing client priorities in 2020 The pandemic this year has impacted different sections of society in different ways. An example:… Ben Goss Love0
OpinionPress Release July 14, 2020 Human compassion the key to client communication, whether virtual or face-to-face By Louis Williams, Dynamic Planner Head of Psychology and Behavioural Insights This year’s coronavirus crisis… dynamicplanner Love0
MarketsOpinion July 2, 2020 Dynamic Planner analysis: Is inflation finally on economic cards as lockdown slowly lifts? As we try and shed our feelings of embattlement, with lockdown finally easing across most… Abhimanyu Chatterjee Love6
FundsOpinion July 2, 2020 The risk of riding too high: The fall of Icarus During this life in lockdown, I have found myself doing a lot of things I… Guest Love6