Dynamic Planner brings investment trusts into risk profiling service
Seneca Global Income & Growth Trust first to be included
Dynamic Planner has expanded its risk profiling service to include investment trusts for the first time as it seeks to enable consistency in assessing suitability regardless of the investment vehicle.
Seneca Global Income & Growth Trust is the first to be included in the service and has been assigned a Dynamic Planner Risk Profile score of seven out of a maximum possible ten. To date, the firm provides...
More on Investment
Hargreaves Lansdown introduces tiered fee structure to utilise economies of scale
Cuts fees across multi-manager range
UK borrows £34bn in December as public sector debt set to increase through 2021
Third highest monthly figure since 1993
President Biden signs order for US to rejoin Paris climate agreement
Took office yesterday
Premier Miton introduces changes to its multi-manager funds range amid shake-up
Simon Evan-Cook to leave business later this month
Access fund launches help drive UK December fund flows into positive territory
UK-domiciled equity funds add £24.2bn
More news
Structured product returns fall in 2020 despite continued success
Almost three-quarters generated positive returns
Quilter adviser jobs at risk as firm moves towards self-employed model
Integration of Charles Derby and Lighthouse
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
Which firms made the shortlist?
Failed Liberty SIPP racks up almost 1,700 FSCS claims
Entered administration in April 2020
Hargreaves Lansdown introduces tiered fee structure to utilise economies of scale
Cuts fees across multi-manager range
