March 24, 2020
Valuations forgotten during period of panic – Latest Dynamic Planner market analysis and opinion
It is at times like this that you realise the importance of being able to…
March 10, 2020
The time for calm is when the urge to panic hits its peak. Why we’re calm, despite market volatility
When you see empty shelves in the supermarkets and people panic buying on TV, you…
March 10, 2020
Dynamic Planner Updates: March 2020
This month, we can announce a new feature within the client review process to help…
February 25, 2020
‘What keeps a fund manager awake at night?’ – 6 Chief Investment Officers debate 7 key issues impacting global markets today
The Chief Investment Officer Panel – where leading UK fund managers debate the big issues…
February 20, 2020
2020 trade deals: The new growth policy lever?
Dynamic Planner Investment Committee - Q1 2020 Update Global growth levels were muted for 2019,…
February 18, 2020
“Dynamic Planner’s Client Review has revolutionised my service for clients. I’m really proud of what we’re doing now”
Annual suitability reviews for clients are today being delivered by advice firms against a backdrop…
February 11, 2020
The importance of fact finds: Go beyond the client’s words, urges the FCA’s Debbie Gupta
The FCA’s Debbie Gupta delivered an impassioned and heartfelt keynote at the climax of Dynamic…
February 7, 2020
Dynamic Planner Updates: February 2020
We’ve had a great start to the new year with our Annual Conferences in Manchester…
