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

NewsPress Release
March 22, 2022

Dynamic Planner appoints European Managing Director for continental expansion

Dynamic Planner, today announces the appointment of Christophe Ponette as Managing Director for Europe to…
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaireFundsPress Release
March 9, 2022

Revamped RSMR MPS ranges now risk profiled on Dynamic Planner

Advisers looking for risk rated investing solutions for their clients, can benefit from the revamped…
NewsPress Release
March 8, 2022

Dynamic Planner launches Client Access to help advisers drive client relationships and engagement in a hybrid world

Dynamic Planner has launched Client Access, a customer focused and interactive technology designed to help…
NewsPress Release
February 10, 2022

Financial planning on the cusp of a golden age – Dynamic Planner CEO Ben Goss

“We are on the cusp of a Golden Age for the financial planning industry, with…

Dynamic Planner in the News

Date Headline  Publication Link
June 15 Yasmina Siadatan: Advice by subscription Money Marketing Read more
June 9 Chris Jones: Green green grass of home Professional Adviser Read more
June 8 Does blockchain technology have a future in advice? – Ben Goss FTAdviser Read more
June 1 Ben Goss on risk: Navigating the aftermath of a crisis Portfolio Adviser Read more
May 27 Dynamic Planner: Pension Dashboard will boost AUA Money Marketing Read more
May 24 Louis Williams: Communicating data and uncertainty to clients Professional Adviser Read more
May 20 Dynamic Planner: Beat inflation with a budget sheet Money Marketing Read more
May 18 Chris Jones: When the best isn’t good enough Professional Adviser Read more
May 16 MM Meets tech visionary Ben Goss Money Marketing Read more
May 10 Industry must incorporate clever and engaging designs – Ben Goss FTAdviser Read more
May 2 Dynamic Planner links to Origo Integration Hub for bulk valuations Professional Paraplanner Read more
Apr 28 Dynamic Planner links to Origo Integration Hub IFA Magazine Read more
Apr 26 Bordier launches decumulation service for Dynamic Planner FTAdviser Read more
Apr 26 Dynamic Planner partners with Bordier UK on new pension product The Business Magazine Read more
Apr 25 Bordier UK joins Dynamic Planner’s risk managed decumulation service Money Marketing Read more
Apr 21 Ben Goss on climate risks: Positioning for the transition Portfolio Adviser Read more
Apr 19 Louis Williams: Gamification in advice unpicked Professional Adviser Read more
Apr 14 The similarities between attitude to risk and sustainability FTAdviser Read more
Apr 11 Finding the right adviser is crucial when you are vulnerable – Ben Goss FTAdviser Read more
Apr 11 Finovate Europe 2022 with Christophe Ponette, Dynamic Planner Fintech & Finance News Watch more
Mar 31 Ben Goss on climate risks: Decarbonisation opportunities Portfolio Adviser Read more
Mar 29 Satisfying the new Consumer Duty with tech Money Marketing Read more
Mar 22 Dynamic Planner expands financial planning system into Europe FTAdviser Read more
Mar 22 Dynamic Planner eyes Europe expansion International Adviser Read more
Mar 22 Dynamic Planner names MD to spearhead European expansion Money Marketing Read more
Mar 22 Dynamic Planner targets Europe Professional Paraplanner Read more
Mar 22 Dynamic Planner appoints European Managing Director for continental expansion Financial IT Read more
Mar 22 Dynamic Planner hires new MD for European expansion Financial Planning Today Read more
Mar 21 Hybrid advice: ‘Gone will be the days of an annual review’ FTAdviser Read more
Mar 21 Clients and advisers driving innovation at Quilter Wealth Adviser Read more
Mar 17 How meaningful conversations strengthen client relationships [CPD 30min] FTAdviser Read more
Mar 16 Chris Jones: A duty to build trust Money Marketing Read more
Mar 16 Quilter launches two new tools on platform Professional Paraplanner Read more
Mar 16 Quilter launches new tools for client profiling Money Age Read more
Mar 14 Quilter launches profiling tools to aid ESG reporting FTAdviser Read more
Mar 14 Quilter launches two tools to boost client profiling Professional Adviser Read more
Mar 14 Quilter launches two client profiling tools Money Marketing Read more
Mar 14 Quilter and Dynamic Planner collaborate to support advisers’ client profiling process IFA Magazine Read more
Mar 14 Approaches to finance have changed but the core principles remain – Ben Goss FTAdviser Read more
Mar 14 Behind the Headlines: Platforms, pension dashboards and Putin’s war on Ukraine Money Marketing Read more
Mar 9 Advisers should lean on tech to help with FCA’s consumer duty FTAdviser Read more
Mar 8 Dynamic Planner launches Client Access to help advisers drive client engagement in hybrid world IFA Magazine Read more
Mar 7 Revamped RSMR MPS ranges now risk profiled on Dynamic Planner IFA Magazine Read more
Mar 7 Ben Goss on climate risk: Beyond the horizon Portfolio Adviser Read more
Feb 18 Plotting a course for the future of cashflow planning [‘Ask the Experts’] Citywire Read more
Feb 10 Navigating vulnerability within FCA guidance Money Marketing Read more
Feb 9 Integrating hybrid services could transform the advice industry – Ben Goss FTAdviser Read more
Feb 4 Tim Sargisson: Myths about the retiring adviser Professional Adviser Read more
Feb 3 Knowledge Transfer Partnership project with FinTech company rated ‘Outstanding’ Henley Business School Read more
Feb 3 Dynamic Planner sets to capture ‘golden age’ of financial advice Money Marketing Read more
Feb 3 Three prongs to ‘golden age’ for financial planning Professional Paraplanner Read more
Feb 2 Planning on cusp of a ‘golden age’ as tech serves growing demand Professional Adviser Read more
Feb 2 Financial Planning set for ‘golden age’ Financial Planning Today Read more
Feb 2 DP’s new cashflow app to give clients remote access FTAdviser Read more
Jan 25 Chris Jones: Regrets, I’ve had a few Professional Adviser Read more
Jan 25 Could a computer replace an actuary? FTAdviser Read more
Jan 17 Rise in advisers looking for inflation protection FTAdviser Read more
Jan 17 Ben Goss on risk: No crystal ball? No problem Portfolio Adviser Read more
Jan 12 Technology is the key to working faster and smarter – Ben Goss FTAdviser Read more
Jan 10 [Podcast] ‘We’re still trying to get a feel for how the world looks’ FTAdviser Hear more
Jan 6 Advisers who embrace hybrid will thrive in 2022 – Dynamic Planner CEO Ben Goss Fintech & Finance News Read more
Jan 5 Advisers who embrace hybrid will thrive in 2022 – Dynamic Planner CEO Ben Goss IFA Magazine Read more
Jan 5 2022 Hybrid advice key theme for 2022 Professional Paraplanner Read more
Dec 24 What we’re doing on our holiday – Yasmina Siadatan Money Marketing Read more
Dec 20 Ben Goss on risk: Remember the past when building the future Portfolio Adviser Read more
Dec 17 Dynamic Planner: Advisers who embrace hybrid will thrive in 2022 Money Marketing Read more
Dec 13 The challenges of hybrid financial advice Professional Adviser Read more
Dec 8 A target market approach could enhance consumer guidance – Ben Goss FTAdviser Read more
Nov 30 Oh no! Not another ESG article FTAdviser Read more
Nov 30 Eight out of 10 advice professionals would recommend financial planning as a career, reveals Dynamic Planner Fintech & Finance News Read more
Nov 29 Regulatory burden means 8% of advisers plan to sell up in next five years Portfolio Adviser Read more
Nov 29 8% of UK advisers to sell their business in next five years International Adviser Read more
Nov 29 8 out of 10 advice professionals would recommend financial planning as a career, reveals Dynamic Planner IFA Magazine Read more
Nov 29 Eight out of 10 advice professionals would recommend financial planning as a career, reveals Dynamic Planner Financial IT Read more
Nov 26 Louis Williams: Why getting to the heart of ESG matters Professional Adviser Read more
Nov 24 Ben Goss on risk: Weighing the ESG trade-off Portfolio Adviser Read more
Nov 24 How to select the right funds FTAdviser Read more
Nov 22 King & Shaxson Model Portfolios Risk Profiled by Dynamic Planner IFA Magazine Read more
Nov 12 Chris Jones: How advice firms can grow profits in a high inflation world Professional Adviser Read more
Nov 10 Learning the language of ESG isn’t easy but practice will help – Ben Goss FTAdviser Read more
Nov 9 Baby boomers are interested in responsible investing too FTAdviser Read more
Nov 5 Ben Goss on risk: No time to waste Portfolio Adviser Read more
Nov 4 Too many small fish in the pond? Money Marketing Read more
Nov 3 How are ESG, sustainability and impact investing different? International Adviser Read more
Oct 28 Chris Jones: An optimistic Budget Money Marketing Read more
Oct 26 Dynamic Planner launches MPS for pensioner clients Wealth Manager Read more
Oct 26 Dynamic Planner launches MPS for clients in decumulation New Model Adviser Read more
Oct 26 Dynamic Planner creates sustainability discussion guide for advisers IFA Magazine Read more
Oct 26 Advisers play ‘critical role’ in ESG conversation FTAdviser Read more
Oct 26 Dynamic Planner unveils ESG discussion guide International Adviser Read more
Oct 18 Dynamic Planner to hire 20 people before the end of year Money Marketing Read more
Oct 17 Reading firms receive national awards thanks to university partnership Wokingham Today Read more
Oct 14 Getting to net zero will be a marathon, not a sprint – Ben Goss FTAdviser Read more
Oct 7 PA360: Power in outsourcing relationship lies with adviser Professional Adviser Read more
Oct 1 Why buying tech, not building, is back in favour – Yasmina Siadatan Money Marketing Read more
Oct 1 Investors ‘forgot’ China is an emerging market FTAdviser Read more
Sept 30 Chris Jones: It’s not unusual Professional Adviser Read more
Sept 30 Dynamic Planner’s Louis Williams named future leader in Knowledge Transfer Partnership Awards Financial IT Read more
Sept 27 We need to have a conversation about risk – Ben Goss FTAdviser Read more
Sept 21 Chris Jones: I who have nothing Professional Adviser Read more
Sept 8 Ben Goss on risk: Finding the liquidity balance Portfolio Adviser Read more
Sept 3 Lessons from a small island – Ben Goss FTAdviser Read more
Aug 13 Ben Goss on risk: Modelling uncertainty Portfolio Adviser Read more
Aug 6 Marketing trick could sway your investment decisions without you knowing Daily Express Read more
Aug 5 How do you manage an excitable investor that doesn’t understand their risk level? FTAdviser Read more
Aug 2 Hedonic benefits of opting for sustainable investments Professional Paraplanner Read more
July 27 Chris Jones: Go on, treat yourself (or your future self) Professional Adviser Read more
July 23 Why financial planning is the unlikely dream job – Yasmina Siadatan Money Marketing Read more
July 20 UK regulation’s direction of travel gives reason to be cheerful – Ben Goss FTAdviser Read more
July 12 Ben Goss on risk: Keeping it real to manage inflation Portfolio Adviser Read more
July 2 Tribe portfolios now risk profiled on Dynamic Planner IFA Magazine Read more
July 2 Tribe Portfolios now risk profiled on Dynamic Planner Wealth Adviser Read more
July 1 Dynamic Planner adds sense check feature to cash flow forecasting Professional Paraplanner Read more
June 29 Dynamic Planner profiles Tribe’s sustainable MPS range Professional Adviser Read more
June 29 Lack of knowledge still ‘biggest barrier’ to ESG investing FTAdviser Read more
June 18 Specialist expertise for Dynamic Planner with new actuary appointment IFA Magazine Read more
June 18 Dynamic Planner boosts specialist expertise with actuary appointment Financial IT Read more
June 18 Dynamic Planner makes actuary appointment Wealth Adviser Read more
June 18 Dynamic Planner boosts specialist expertise with actuary appointment Fintech Finance Read more
June 17 Steph Willcox: The KISS principle (keep it simple, stochastically) Retirement Planner Read more
June 17 Dynamic Planner hires actuarial head Retirement Planner Read more
June 17 Ben Goss on risk: Despatches from the sustainability frontline Portfolio Adviser Read more
June 3 Chris Jones: Determinism in the future of retirement planning Professional Adviser Read more
May 27 FCA’s new consumer duty is an opportunity to better your business – Ben Goss FTAdviser Read more
May 24 Advisers need to tap into ESG emotional drivers, says Aviva FTAdviser Read more
May 24 Reading mum who won The Apprentice series five talks about life after reality TV success Get Reading Read more
May 19 Ben Goss on risk: Risk targeting in accumulation and decumulation Portfolio Adviser Read more
May 13 ESG phenomenon: Risk tools ease suitability woes Wealth Briefing Read more
May 12 EQ Investors portfolios now risk profiled on Dynamic Planner IFA Magazine Read more
May 12 EQ Investors range risk profiled on Dynamic Planner Professional Paraplanner Read more
May 12 EQ Investors portfolios now risk profiled on Dynamic Planner Financial IT Read more
May 12 EQ Investors portfolios now risk profiled on Dynamic Planner Wealth Adviser Read more
May 11 Dynamic Planner risk profiles EQ Investors sustainable range Professional Adviser Read more
May 10 Dynamic Planner: Channel your inner marksman when judging risk New Model Adviser Read more
May 6 Chris Jones: Somebody else’s problem – Outsourcing and infrastructure Professional Adviser Read more
May 5 How can advisers help clients pin down their ESG priorities? International Adviser Read more
May 5 Dynamic Planner to launch ESG questionnaire Money Marketing Read more
May 5 Dynamic Planner to launch psychometric sustainable investing questionnaire Professional Adviser Read more
May 5 Dynamic Planner launches industry’s first psychometric sustainable investing questionnaire IFA Magazine Read more
May 5 Industry ‘first’ debut for psychometric sustainable investing questionnaire International Investment Read more
May 5 Dynamic Planner launches first psychometric sustainable investing questionnaire Wealth Adviser Read more
May 4 Dynamic Planner launches tool to assess clients’ ESG appetite FTAdviser Read more
April 28 Dynamic Planner appoints industry veterans to new roles Money Marketing Read more
April 19 How psychometric testing works in risk profiling FTAdviser Read more
April 9 What next for client interactions? – Yasmina Siadatan Money Marketing Read more
April 8 ESG is a bolt-on to suitability – Dynamic Planner’s Chatterjee Professional Adviser Read more
April 7 Ben Goss on risk: The eye of the beholder Portfolio Adviser Read more
April 1 Abhi Chatterjee: Finding a sustainable, suitable investment Professional Adviser Read more
March 29 What can advice firms learn from the Asian car industry? – Ben Goss FTAdviser Read more
March 23 Steady as she goes: How Covid-19 changed the face of investing, one year on Investment Week Read more
March 10 Dynamic Planner to launch sustainability questionnaire FTAdviser Read more
March 10 Dynamic Planner to launch psychometric sustainability questionnaire Professional Paraplanner Read more
March 3 Podcast Special: Money Marketing dissects Rishi’s tightrope walk Money Marketing Listen
March 2 Clients and industry need greater engagement post-Covid – Ben Goss FTAdviser Read more
February 17 Ben Goss on risk: What is sustainability’s impact on risk? Portfolio Adviser Read more
February 16 Q&A: Behaviourism and the investor post-Covid FTAdviser Read more
February 4 Dynamic Planner launches ESG fund research Professional Paraplanner Read more
February 3 Dynamic Planner launches sustainable investing insight FTAdviser Read more
February 3 Dynamic Planner rolls out sustainable investing tool for IFAs ESG Clarity Read more
February 3 Dynamic Planner links with MSCI for ESG analysis Professional Adviser Read more
February 3 Dynamic Planner rolls out sustainable investing tool for IFAs International Adviser Read more
February 3 What advisers should know about the FCA’s investment pathway rules FTAdviser Read more
February 2 Chris Jones: Challenging retirement income decisions Professional Adviser Read more
January 25 Louis Williams: Building client confidence to handle market stress Portfolio Adviser Read more
January 25 Ben Goss on risk: A purposeful resolution for 2021 Portfolio Adviser Read more
January 25 Dynamic Planner extends client tool to help meet MiFID II Professional Paraplanner Read more
January 20 Dynamic Planner extends reporting feature to handle Mifid II rules FTAdviser Read more
January 14 How ESG can transform the industry’s reputation issue Money Marketing Read more
January 8 2021 Dynamic Planner launches virtual conference Financial Planning Today Read more
December 24 Abhi Chatterjee: Are investors out of the woods as we bid farewell to 2020? Portfolio Adviser Read more
December 22 Five investor behavioural biases to look out for FTAdviser Read more
December 22 Ben Goss on risk: In times of change, let risk be your ‘true ‘north’ Portfolio Adviser Read more
December 18 Closing the advice gap FTAdviser Read more
December 15 The role of risk in cash flow planning Money Marketing Read more
December 14 Dynamic Planner CEO Ben Goss: Six key areas for 2021 Professional Paraplanner Read more
December 14 Dynamic Planner: Six predictions for 2021 Money Marketing Read more
December 10 Challenging assumptions in financial planning – Episode 2 Citywire podcast Listen
December 8 Industry ‘incredibly healthy’ but provider challenges remain FTAdviser Read more
December 7 Benefits of cash flow planning are not just financial Professional Paraplanner Read more
December 2 Challenging assumptions in financial planning – Episode 1 Citywire podcast Listen
November 27 Independent review of Dynamic Planner cash flow published Adviser Points of View Read more
November 26 What I’m reading: Ben Goss FT Adviser Read more
November 25 Ben Goss on risk: There may be trouble ahead Portfolio Adviser 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
Sept 30 Ben Goss on risk: History jumps and property falls Portfolio Adviser Read more
Sept 22 Advisers urged to dig into clients’ property preferences FT Adviser Read more
Sept 8 Volatility concerns remain as Dynamic Planner’s first trust rating aims to entice advisers Portfolio Adviser 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 Listen
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 Listen
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 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