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…
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…
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…
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…
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…