February 20, 2019
Leading Figures in Compliance Debate its Real Impact
For the first time at our 2019 Annual Manchester Conference, we brought together leading industry…
November 26, 2018
MiFID-II Friendly Suitability Reports
Dynamic Planner Proposition Director Chris Jones has been busy out on the road, engaging with…
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…
