Dynamic Planner

Investment

National IFA Pi Financial signs five-year deal with DT

To support investment process and MiFID II standards

clock 08 March 2018 • 1 min read

Investment

Dynamic Planner gives risk-profiling process MiFID II revamp

15-question psychometric ATR questionnaire

clock 01 February 2018 • 2 min read

Regulation

More than quarter of advisers have 'inconsistent risk definition'

A quarter spend half a day on investment reviews

clock 01 February 2018 • 2 min read

Investment

Bordier teams up with Dynamic Planner on five risk-targeted portfolios

Risk profiles three to seven

clock 17 January 2018 • 1 min read

Investment

Jim Henning: Targeting risk head on

Risk-targeted funds

clock 28 December 2017 • 6 min read

Your profession

Five must-attend events for advisers in 2018

PA 360, Dynamic Planner and 7IM

clock 18 December 2017 • 2 min read

Investment

Schroders and DT launch five co-branded risk-targeted funds

Ongoing charge of 0.99%

clock 12 December 2017 • 1 min read

Investment

'Regulation and demographics to drive risk-targeting demand'

Dynamic Planner white paper

clock 11 October 2017 • 2 min read

Investment

7IM and DT launch 'low cost' risk-targeted fund range

0.29% ongoing fund charge

clock 11 September 2017 • 2 min read

Your profession

James Smith: Is service the differentiator for platforms?

Financial stability and commitment key

clock 04 September 2017 • 3 min read