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

London view from cafePress Release
September 19, 2019

Dynamic Planner launch government sponsored behavioural science initiative

Dynamic Planner and Henley Business School launch cutting edge government sponsored behavioural science initiative Aims…
SimplyBiz DynamicPlannerPress Release
March 27, 2019

SimplyBiz Member Services

Notice for SimplyBiz members: SimplyBiz members will no longer have access to Dynamic Planner from…
Dynamic Planner Investment Progress Review ReportNewsPress ReleaseService
January 24, 2019

Launch of Dynamic Planner Elements

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation-led investment service, today announces…
Ben Goss - Chief Executive OfficerOpinionPress Release
December 18, 2018

5 Predictions for the Advice Industry in 2019

Dynamic Planner’s CEO Ben Goss sets out below what he believes the next 12 months…

Dynamic Planner in the News

Date Headline  Publication Link
October 4 Assessing low-cost options in the multi-asset market Professional Adviser Read more
September 30 Platform partnership aims to free up time for advisers International Adviser Read more
September 30 Dynamic Planner joins forces with Novia FT Adviser Read more
September 23 Dynamic Planner teams up with business school for big data project Professional Paraplanner Read more
September 19 Dynamic Planner launches risk profiling behaviourial science initiative Money Marketing Read more
September 19 Dynamic Planner and Henley Business School launch investor behaviour study Professional Adviser Read more
September 18 Dynamic Planner launches behaviourial risk study FT Adviser Read more
September 1 BlackRock selects Dynamic Planner to risk profile MyMap fund range GBI Magazine Read more
September 1 BlackRock selects Dynamic Planner to risk profile MyMap fund range IFA Magazine Read more
August 30 BlackRock opts for Dynamic Planner fintech for portfolios Financial Planning Today Read more
August 29 BlackRock selects Dynamic Planner to risk profile multi asset range Professional Adviser Read more
August 9 Removing the back office burden for advisers International Adviser Read more
August 7 How can AI and virtual reality improve client experience? International Adviser Read more
August 5 Chris Jones: Two sides of the income coin Professional Adviser Read more
July 29 Decumulation ‘nightmare’ for retirees holding Woodford fund Portfolio Adviser Read more
July 5 US-China tensions could turn into war of attrition Investment Week Read more
June 26 Increased focus on suitability just one challenge facing advice firms Professional Paraplanner Read more
June 21 Ben Goss: Three mega trends set to power financial advice forward Professional Adviser Read more
June 12 New Dynamic Planner review service provides MiFID II support Professional Paraplanner Read more
June 10 Tenet secures Dynamic Planner deal for members Financial Planning Today Read more
June 7 Tenet strikes member deal with Dynamic Planner Money Marketing Read more
June 6 Dynamic Planner launches MiFID II reporting tool Money Marketing Read more
June 6 Digital service provider unveils Client Review system for IFAs International Adviser Read more
June 6 Dynamic Planner Elements launches to UK financial planners Financial Planning Today Read more
June 5 Dynamic Planner to launch Elements upgrades to advice firms UK-wide Professional Adviser Read more
June 5 Dynamic Planner eyes European expansion FT Adviser Read more
May 31 Absolute returns and the search for alpha Investment Week Read more
May 28 Dynamic Planner unveils trio of partnerships with providers Professional Adviser Read more
May 28 ‘Proof is in the pudding’ for Dynamic Planner trio partnership Portfolio Adviser Read more
May 28 Dynamic Planner forges new fintech partnerships Financial Planning Today Read more
May 24 Dynamic Planner pledges better service for advisers FT Adviser Read more
May 24 Financial planning service provider signs triple deal International Adviser Read more
May 23 New income fund research service from Dynamic Planner Professional Paraplanner Read more
May 16 Dynamic Planner launches income funds focused research service Money Marketing Read more
May 3 FT Adviser Podcast – Advisers need to work on personalising their service FT Adviser Read more
April 17 Meaningful evaluation of multi asset income portfolios Professional Adviser Read more
April 15 Dynamic Planner training spaces filling up fast Financial Planning Today Read more
April 11 Dynamic Planner events to set out tech upgrades FT Adviser Read more
March 20 Medium is as crucial as message FT Adviser Read more
March 18 Adam Higgs: What should you look for in a risk profiling tool? Professional Adviser Read more
March 11 Former Apprentice winner on championing change for more female IFAs Professional Adviser Read more
March 5 How fintech changed the game on dealing with risk London Evening Standard Read more
February 26 Why advisers should embrace AI’s potential FT Adviser Read more
February 22 Are DFMs interpreting risk ratings correctly? Money Marketing Read more
February 15 Are benchmarks any use to advisers? Money Marketing Read more
February 14 Advice giants ramp up resources for MiFID cost requirements New Model Adviser Read more
February 7 Fears investors reaching for yield are over-stretching FT Adviser Read more
February 7 Warning Fos limit could cripple advisers FT Adviser Read more
February 7 Compliance experts urge advisers to prepare clients for market volatility Money Marketing Read more
February 6 Dynamic Planner promises slicker service FT Adviser Read more
February 6 Dynamic Planner and MSCI team up for risk-targeted indices Money Marketing Read more
February 6 Dynamic Planner unveils most comprehensive iO integration Professional Adviser Read more
February 6 Dynamic Planner begins roll out of £5m Elements software Professional Paraplanner Read more
January 24 Dynamic Planner reveals plans for £5m upgrade FT Adviser Read more
January 24 Dynamic Planner launches Mifid II reporting tool in £5m upgrade plan Money Marketing Read more
January 24 Dynamic Planner to spend £5m on next-generation software for advisers Professional Adviser Read more
January 24 Dynamic Planner unveils new £5m fintech investment Financial Planning Today Read more
December 18 Five advice market predictions for 2019 Money Marketing Read more
December 18 ‘Where I see the challenges and opportunities in 2019’ Adviser Business Review Read more
December 6 Chris Jones: Managing great expectations Professional Adviser Read more
December 3 Are advisers making consistent decisions over investments? Money Marketing Read more
November 29 Threesixty clients offered bespoke Dynamic Planner service Professional Adviser Read more
November 29 Threesixty signs deal for exclusive risk profiling service Money Marketing Read more
November 29 Dynamic Planner partners with compliance provider FT Adviser Read more
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 7IM 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