Press

Dynamic Planner features regularly in respected print and digital publications, from popular press like HuffPost to key trade titles like FTAdviser.com. Supported by a highly responsive press team, experienced speakers and thought leaders are available to give opinion on industry issues, talk at major events and conferences in the financial service sector calendar, and create real-time conversations across major social media platforms.

Media Enquiries
PR Manager – Jo Macklin
Call: 07813 192909
Email: joannemacklin@dynamicplanner.com
Email: press@dynamicplanner.com

Dynamic Planner Press Releases

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…
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…
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…
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.…

Dynamic Planner in the News

Date Headline  Publication Link
November 1 Hitting the target: How advisers are matching investments to their clients’ risk profiles Money Marketing Read More
October 18 Dynamic Planner gives advisers institutional asset analysis FT Adviser Read More
October 11 Multi-asset ranges hold off shedding vague risk labels Portfolio Adviser Read More
August 31 Walker Crips adds model portfolios to Dynamic Planner system Financial Planning Today Read More
August 30 How important are risk ratings? Money Marketing Read More
August 30 Nic Cicutti: Why remote risk profiling won’t cut it Money Marketing Read More
August 29 Walker Crips adds model portfolios to Dynamic Planner Professional Adviser Read More
August 24 Tilney introduces model portfolio range on Hubwise platform Verdict Read More
August 18 Multi-asset funds under fire for ‘detracting from returns’ FT Adviser Read More
August 18 Graham Bentley: So how do you name your model portfolios? Investment Week Read More
August 18 Managed portfolios made available on 71M platform for Charles Stanley Verdict Read More
August 18 Charles Stanley managed portfolios added to 7IM platform Professional Adviser Read More
August 18 Are model portfolios still on point? Money Marketing Online Read More
July 18 Risks lurk as DFMs shed bonds for alternatives International Adviser Read More
July 18 Dynamic Planner appoints business development sales director Professional Adviser Read More
July 18 Platform benchmarks fail to show if client aims will be met FT Adviser Read More
July 18 Income portfolios jump up the risk spectrum International Adviser Read More
July 18 Investment insight: Are you clear how your ATR tool works? Money Marketing Online Read More
July 18 Intrinsic investment proposition head poached by Dynamic Planner Money Marketing Online Read More
July 18 Former senior Intrinsic player joins Dynamic Planner Professional Adviser Read More
June 18 Can automated risk-profiling paint the full picture? Money Marketing Online Read More
June 18 Putting the world of DFMs to rights FT Adviser Read More
June 18 Risk-target managed or risk-profiled funds, what?s the difference? Money Marketing Online Read More
June 18 Distribution Technology’s Goss talks down upstart rivals FT Adviser Read More
June 18 Disparities in fund sectors criticised in study Money Marketing Online Read More
May 18 Who benefits from risk-rating partnerships? Money Marketing Online Read More
May 18 Attitude to risk questionnaires, smart use of technology or baffling science? IFA Magazine Read More
May 18 Which regions have the highest risk ratings? Money Marketing Online Read More
May 18 Asset managers urged to act over misleading risk ratings on funds Money Marketing Online Read More
April 18 Multi-managers abandon property for absolute return International Adviser Read More
March 18 Passive and risk target managed solutions look to shake up the market Money Marketing Online Read More
March 18 How can one get the income risk strategy right? FT Adviser Read More
March 18 Four new income-focused portfolios from AJ Bell Professional Paraplanner Read More
March 18 Risk profiler ties up deal for 100 advisers Financial Planning Today Read More
March 18 National IFA Pi Financial signs five-year deal with DT Professional Adviser Read More
Feb 18 AJ Bell adds a higher-risk portfolio to its Managed Portfolio Service Professional Paraplanner Read More
Feb 18 A warning for advisers using strategic asset allocation models Money Marketing Online Read More
Feb 18 The Big Interview: Distribution Technology boss on fixing advices Achilles heel Money Marketing Online Read More
Feb 18 Dynamic Planner redesigns risk profiler for MiFID II Professional Paraplanner Read More
Feb 18 Risk tool to help planners with new suitability rules Financial Planning Today Read More
Feb 18 Dynamic Planner gives risk profiling process MiFID II revamp Professional Adviser Read More
Jan 18 Dynamic Planner adds 5 risk-targeted portfolios from DFM Bordier Professional Paraplanner Read More
Jan 18 Bordier UK teams up with Dynamic Planner on five risk-targeted portfolios Professional Adviser Read More
Dec 17 Jim Henning: Targeting risk head-on Professional Adviser Read More
Dec 17 Ben Goss talks FinTech in adviser businesses Adviser Business Review Read More