March 22, 2022
The unsung inflation-beating hero – Floating Rate Notes
By Sam Liddle, Sales Director, Church House Investment Management As rising inflation continues to grip…
March 8, 2022
Dynamic Planner Investment Services and markets update
Like all of us, we are deeply disturbed by what is happening in Ukraine. While…
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…
February 25, 2022
Joining Dynamic Planner during Covid: The Tester – ‘It’s exciting to contribute to advances happening’
The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles…
February 21, 2022
Main risks and considerations associated with ESG
By Wayne Bishop, King and Shaxson Asset Management King and Shaxson Asset Management’s sole focus…
February 18, 2022
Joining Dynamic Planner during Covid: The Developer – ‘There’s a lot of effort to bring people together remotely’
The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles…
