March 23, 2018
Suitability Doesn’t Get Lost In Translation
At the Dynamic Planner Annual Conference at the end of January, reviewing clients’ portfolios to…
March 19, 2018
Help You Meet MIFID II Requirements
The Markets in Financial Instruments Directive (MIFID) is the framework of the European Union (EU)…
March 8, 2018
Dynamic Planner Update – March 2018
Last week, we released the latest changes to Dynamic Planner as part of our series…
March 7, 2018
3 Questions to Ask About ‘Balanced’ Investors
In the dark days pre-RDR, firms might ask whether a client was high, medium or…
February 7, 2018
Dynamic Planner Update – February 2018
Fresh off the back of our 6th Dynamic Planner Annual Conference, we have released the…
February 6, 2018
Dynamic Planner Conference 2018 Review
Wednesday saw the most exciting event ever held by the award-winning provider of risk profiling…
February 6, 2018
In Conversation with Alastair Campbell
This year’s Dynamic Planner Annual Conference climaxed with a Question Time-style panel debate involving keynote…
January 12, 2018
Dynamic Planner Update – January 2018
Happy new year to all our users! 2018 is already off to a flying start…
December 30, 2017
Dynamic Planner 2017 Highlights
2017 has been another fantastic year for the Dynamic Planner service. These are just some…
December 12, 2017
Dynamic Planner Partners with Schroders
Schroders has partnered with Dynamic Planner, the market-leading provider of digital risk profiling and financial…
