August 18, 2022
Consumer Duty – Time to get your retirement ducks in a row
By Bordier UK The FCA has now published its final Consumer Duty rules, with a…
December 7, 2021
Garraway launches Decumulation Model Portfolio using Dynamic Planner’s Risk Managed Decumulation standards
Advisers using Dynamic Planner’s Risk Managed Decumulation Service (RMD) can now access the Garraway Decumulation…
April 1, 2021
Three big ESG questions for advisers
A conversation with Ken Rayner, CEO of RSMR As ESG (Environmental, Social and Governance) becomes…
December 10, 2019
Dynamic Planner Updates: December 2019
It has only been a few weeks since our last Updates post – but, already,…
November 25, 2019
Refining your fund research: How do you best invest your time?
Demonstrating the real value you add, as a professional advice firm, to clients is naturally…
July 2, 2019
MiFID II bites into profit for advice firms
Read time: 5min Something nearly always has to give in life. Unfortunately, for UK advice…
January 11, 2019
Enrich your Fund Research
The Portfolio Suitability Hub in Dynamic Planner allows you to conduct whole of market fund…