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Opinion
February 10, 2022

Joining Dynamic Planner during Covid: The Product Owner – ‘You can really shape where the company is going’

The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles…
dynamicplanner
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NewsPress Release
February 10, 2022

Financial planning on the cusp of a golden age – Dynamic Planner CEO Ben Goss

“We are on the cusp of a Golden Age for the financial planning industry, with…
dynamicplanner
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Jim Henning - Head of Investment Services
Funds
February 8, 2022

Natural income yield – Back on your agenda?

By Jim Henning, Head of Investment Services, Dynamic Planner Concerns over the rising pace of…
Jim Henning
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Featured
February 8, 2022

Can absolute return prevent pound cost ravaging of investors’ capital?

By Sam Liddle, Sales Director, Church House Investment Management The absolute return sector has always…
Guest
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Featured
January 26, 2022

Are we on the cusp of another Roaring Twenties?

By Sonja Laud, Legal & General Investment Management Even though we're only a few weeks…
Guest
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Featured
January 25, 2022

Rathbone Greenbank Multi-Asset Portfolios

Will McIntosh-Whyte, manager of Rathbones’ range of four risk-rated sustainable multi-asset funds, answers questions about…
Guest
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MarketsOpinion
January 25, 2022

30-year high inflation – Should I be worried?

It’s been difficult to catch up on the news lately without seeing headlines of inflation…
Steph Willcox
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Featured
January 24, 2022

Will fortune favour the cautious?

by Guy Monson, CIO and Senior Partner, Sarasin & Partners LLP 2021 was a year…
Guest
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Featured
January 24, 2022

Global bond market outlook 2022

By Jim Leaviss, Fund Manager at M&G Investments After a tumultuous year for fixed income…
Guest
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Featured
January 14, 2022

How climate change can impact return expectations and what this means for multi-asset investors

Climate change affects the long-term asset class return assumptions that underpin portfolio construction and multi-asset…
Guest
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  • Features
    • Client Profiling
      • Risk Profiling
      • Sustainable Investing
      • Client Access
    • Product & Platform Research
    • Fund Research
    • Cash Flow
    • Client Review
  • Adoption
    • Client Onboarding
    • Compliance
    • Digital Advice
    • Integrations
    • Pricing
    • Support
  • Resources
    • Blog
    • On Demand
    • Sustainability Hub
    • Content Hub
    • Case Studies
    • Press and Media
    • Open API
  • Events
    • Annual Conference 2023
    • Training Academies
    • Chatterjee’s Chatter
    • Solutions Webinars
      • Risk Profiled
      • Risk Target Managed
      • Decumulation
  • About
    • About
    • Our Team
    • Our Company
      • Culture
      • Vision and Values
      • Giving
    • Careers
    • Contact
  • Call: 0333 6000 500
  • Login
  • Request Demo