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

Press Release
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…
Abhimanyu Chatterjee - Head of Asset Risk ModellingOpinionPress Release
September 17, 2020

From depression to euphoria. The fittest description for global stock markets

We are in the middle of a synchronized downturn. Analysis of the quarter or quarter…
A team member at Dynamic Planner typingPress Release
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…
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…

Dynamic Planner in the News

Date Headline  Publication Link
November 25 Ben Goss on risk: There may be trouble ahead Portfolio Adviser Read more
November 19 Chris Jones: A centralised retirement proposition risk-assessment Retirement Planner Read more
November 17 How to manage negative returns FT Adviser Read more
November 17 How to prepare for a surprise retirement Money Marketing Read more
November 10 The Paraplanners review Dynamic Planner’s new Cash flow tool Professional Paraplanner Read more
November 9 Lockdown ‘spend less, save more’ mantra opportunity for IFAs Money Marketing Read more
November 3 Dynamic Planner unveils monthly cash flow planning tool Portfolio Adviser Read more
November 3 Dynamic Planner reveals new cash flow planning tool Money Marketing Read more
November 3 Dynamic Planner revamps cash flow tool to ‘power more advice’ FT Adviser Read more
November 3 Dynamic Planner launches ‘one system’ cash flow planning service Professional Adviser Read more
November 3 Dynamic Planner adds cash flow planning tool Managers of Wealth Europe Read more
November 3 Dynamic Planner revamps cash flow tool for suitability-concerned IFAs New Model Adviser Read more
November 3 Dynamic Planner adds cash flow planning tool International Adviser Read more
November 3 Dynamic Planner launches cash flow as part of single system service Professional Paraplanner Read more
November 3 Dynamic Planner launches new cash flow tool Financial Planning Today Read more
October 26 Race in financial services – Levelling the playing field FT Adviser Read more
October 22 Five minutes with – Dynamic Planner Money Marketing Read more
October 20 Ben Goss: Portfolio cash flow planning for complex times Portfolio Adviser Read more
October 5 How to financially prepare for a second wave of coronavirus Metro Read more
September 30 Ben Goss on risk: History jumps and property falls Portfolio Adviser Read more
September 22 Advisers urged to dig into clients’ property preferences FT Adviser Read more
September 8 Volatility concerns remain as Dynamic Planner’s first trust rating aims to entice advisers Portfolio Adviser Read more
September 4 Dynamic Planner expands risk profiling service to analyse investment trusts Adviser Points of View Read more
August 27 Investment trusts covered by Dynamic Planner risk profiling Professional Paraplanner Read more
August 26 Why Seneca’s dynamic step may be a giant leap for investment trusts Investment Week Read more
August 25 Ben Goss on risk: Don’t look back in anger Portfolio Adviser Read more
August 18 Helping clients reduce poor investment choices Professional Paraplanner Read more
August 17 Dynamic Planner brings risk profiling service to investment trusts Private Banker International Read more
August 14 Dynamic Planner expands risk profiling to trusts FT Adviser Read more
August 14 Dynamic Planner to include trusts in risk profiling service New Model Adviser Read more
August 14 Dynamic Planner brings investment trusts into risk profiling service Professional Adviser Read more
August 14 Dynamic Planner brings investment trusts into risk profiling service Investment Week Read more
August 14 Dynamic Planner adds investment trusts to risk profiler Financial Planning Today Read more
August 13 Dynamic Planner expands risk profiling to investment trusts Money Marketing Read more
August 10 How advice firms are gaining new business during Covid Professional Paraplanner Read more
August 5 Winners in lockdown: some firms see new business jump 30% FT Adviser Read more
July 28 How to bring in new business despite the lockdown slump Money Marketing Read more
July 22 Four in 10 professionals using video for new business Financial Planning Today Read more
July 10 Building client trust virtually FT Adviser Read more
July 8 Three must-haves for socially distanced planning Financial Planning Today Read more
June 18 Diversity in Finance Awards – who’s on the shortlist? FT Adviser Read more
June 11 Financial advice increases risk tolerance and reduces investor anxiety in the face of adversity Adviser Points of View Read more
June 10 Ben Goss: Three steps to manage ESG portfolio risks Portfolio Adviser Read more
June 10 Ben Goss: Three steps to manage ESG portfolio risks ESG Clarity Read more
June 3 Advice boosts investors’ confidence during market turbulence Corporate Adviser Read more
June 2 Advised investors more optimistic – Dynamic Planner and Henley Business School Professional Paraplanner Read more
June 2 Planners ‘increase client risk tolerance and reduce anxiety’ Financial Planning Today Read more
June 2 Dynamic Planner: Financial advice increases risk tolerance and confidence during adversity Mortgage Insurer Read more
May 27 Drawdown portfolios facing Covid test FT Adviser Read more
May 22 Understanding behavioural biases Money Marketing Read more
May 19 Putting our people first at Dynamic Planner CIPD Read more
May 15 Remote working is improving advice – Yasmina Siadatan Money Marketing Read more
May 14 Dynamic Planner CEO: Risk and retirement International Adviser Read more
May 13 Ben Goss on risk: Risk and retirement Portfolio Adviser Read more
May 11 Louis Williams: Building resilience so investors stay at home and stay invested Professional Adviser Read more
May 11 Advisers play ‘crucial role’ in protecting client wellbeing FT Adviser Read more
May 5 Dynamic Planner’s Chatterjee: Navigating the ‘tidal wave’ of fiscal policy Investment Week Read more
April 28 When investment risk shows itself, the role of adviser is critical Adviser Points of View Read more
April 24 Meeting the Challenges of the New Normal – with Chris Jones The Adviser Podcast Hear more
April 16 Multi-asset income funds tap into credit as £20bn worth of dividends slashed Portfolio Adviser Read more
April 15 Risk-rated portfolio providers defend under fire quant strategies Portfolio Adviser Read more
April 14 Providers extend Covid-19 support FT Adviser Read more
April 14 Dynamic Planner launches coronavirus guidance hub Financial Planning Today Read more
April 14 Shining a light on companies helping society move through Covid-19 crisis ESG Clarity Read more
April 13 Dynamic Planner launches content hub, remote working support Professional Paraplanner Read more
April 8 Dynamic Planner unveils adviser support hub International Adviser Read more
April 7 Dynamic Planner launches new coronavirus content hub Professional Adviser Read more
April 7 Ben Goss on risk: Four client conversations for today’s markets Portfolio Adviser Read more
April 7 Dynamic Planner CEO: Client conversations for today’s markets International Adviser Read more
April 7 Chris Jones: The unseen risks are the ones that get you Professional Adviser Read more
April 2 Chris Jones discusses the value advisers add in times of chaos Money Marketing Podcast Hear more
April 2 Dynamic Planner credits 11 funds for low-risk decumulation FT Adviser Read more
March 31 Dynamic Planner rolls out decumulation service International Adviser Read more
March 31 Dynamic Planner details how decumulation funds have fared ahead of launch Portfolio Adviser Read more
March 27 High profile indices may look worse than your client’s experience Money Marketing Read more
March 25 Advice industry pulls together amid Covid-19 isolation FT Adviser Read more
March 11 Budget 2020: Video – A review of key issues Money Marketing Read more
March 11 Budget 2020: Initial view from a financial planner perspective Money Marketing Read more
February 25 Dynamic Planner: Trust me, trust my tech Money Marketing Read more
February 21 No place to hide with FCA’s latest suitability review? Money Marketing Read more
February 19 How Dynamic Planner built a more diverse workforce FT Adviser Read more
February 17 Dynamic Planner preps cash flow planning tool for launch Professional Paraplanner Read more
February 6 Dynamic Planner’s CEO Ben Goss – What will the future hold for the advice industry in 2020? Adviser Points of View Read more
February 6 FCA: Good client fact find will help firms renew PI cover Professional Adviser Read more
February 6 Fintech to launch ‘revolutionary’ cash flow tool upgrade Financial Planning Today Read more
February 5 Dynamic Planner unveils plans to release cashflow modelling service Professional Adviser Read more
February 4 Dynamic Planner one-stop-shop system ‘on track’ Professional Paraplanner Read more
February 3 Chris Jones: The importance of risk-based benchmarks Professional Adviser Read more
February 2 Risk Managed Decumulation Service Launch from Dynamic Planner Professional Paraplanner Read more
January 30 Dynamic Planner to launch decumulation comparison product FT Adviser Read more
January 29 Dynamic Planner launches cash flow module Money Marketing Read more
January 29 Ben Goss on risk: Look beyond ‘averages’ Portfolio Adviser Read more
January 27 Dynamic Planner expands risk labels for decumulation comparisons Portfolio Adviser Read more
January 17 How to change your company for the better FT Adviser Read more
January 16 Dynamic Planner CEO outlines five key issues for financial planning in 2020 Professional Paraplanner Read more
January 13 Much is luck, so make sure client needs drive decisions New Model Adviser Read more
January 8 What will the future hold for the advice sector in 2020? International Adviser Read more
January 2, 2020 Dynamic Planner: Five predictions for 2020 Money Marketing Read more
December 16 How to use cashflow modelling under the product rules (CPD approx. 30min) FT Adviser Read more
December 5 Openwork partners with Dynamic Planner to deliver client reporting tool Professional Adviser Read more
December 3 Dynamic Planner and MSCI launch risk-targeted benchmarks Professional Paraplanner Read more
November 28 Dynamic Planner launches risk-based benchmarks FT Adviser Read more
November 28 Dynamic Planner launches MSCI benchmarks for risk-targeted portfolios Portfolio Adviser Read more
November 28 Dynamic Planner launches ‘industry first’ fund comparison tool Professional Adviser Read more
November 18 The Woodford wind-up and how even the brightest stars can fade What Investment Read more
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 behavioural 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, 2019 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