November 3, 2020
Dynamic Planner launches groundbreaking cash flow planning
Enables advisers to use a single system and avoid miscalibration risk Makes powerful cash flow…
September 10, 2020
Dynamic Planner announces digital autumn 2020 training academies
10 September 2020: Dynamic Planner has confirmed the dates for its Digital Autumn 2020 Training…
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 18, 2020
Dynamic Planner expands fund risk profiling research to include first investment trust
Dynamic Planner has expanded its fund risk profiling service to include investment trusts. Broadening the…
May 19, 2020
Mind the gap between a client’s attitude to risk and their financial resilience following a loss
By Louis Williams, Head of Psychology and Behavioural Insights Why do previously risk tolerant people…
