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…
September 8, 2020
Psychometric questionnaires: How do they really profile your client’s attitude to investment risk?
Louis Williams - Head of Psychology & Behavioural Insights at Dynamic Planner - analyses the…
September 1, 2020
Fine-tuning our bias to credit
By the Fidelity Multi Asset Income Team - Eugene Philalithis, George Efstathopoulos & Chris Forgan…
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…
August 18, 2020
Dynamic Planner expands fund risk profiling research to include first investment trust
Dynamic Planner has expanded its fund risk profiling service to include investment trusts. Broadening the…
August 7, 2020
Refocusing on desirable investment risk can help your clients avoid undesirable 2020 returns
Looking back over the first half of the year, January seems to be a completely…
