Dynamic Planner

Managed solutions

Walker Crips adds model portfolios to Dynamic Planner

11 portfolios added

clock 29 August 2018 • 1 min read

People

Dynamic Planner appoints business development sales director

Former AXA Wealth Self Investor managing director

clock 24 July 2018 • 1 min read

People

Former senior Intrinsic player joins Dynamic Planner

25 years' industry experience

clock 16 July 2018 • 1 min read

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