Glenn Bryant
Dynamic Planner partners with giant MSCI to launch industry-first benchmarks
Dynamic Planner has launched a new range of Multi-Asset Indexes in partnership with MSCI – to transform the ability of investors and advisers to compare and understand the performance and risk profiles of funds and portfolios. Currently, investors and advisers are faced with a multitude of benchmarks self-selected by fund managers. The absence of a […]
Refining your fund research: How do you best invest your time?
Demonstrating the real value you add, as a professional advice firm, to clients is naturally something you are consistently keen to achieve. As their portfolios grow under your management, so do the fees they pay you. There are many ways in which you and your firm can and will successfully already do that. Professional, personalised […]
Chris Jones PFS Q&A: Making complex things simple
Dynamic Planner Proposition Director Chris Jones talks about client understanding
14 Advice firms: How we have adopted Dynamic Planner
Risk Profiling “Dynamic Planner’s Risk Profiling process works well,” said Dean Mullaly, of Mark Dean Wealth Management in London. “Yes, it’s longer than others, but I think it needs to be, in this day and age. It is good because it assesses also a client’s investor experience and their capacity for loss, so it gives […]
MiFID II bites into profit for advice firms
Read time: 5min Something nearly always has to give in life. Unfortunately, for UK advice firms in the wake of increasing industry regulation, it appears to be their profit. “We speak to firms all the time and anecdotally we hear that the demand for their services has never been greater and that they are doing […]
Thinking outside your everyday box
Read time: 5min It’s good to get out of the office occasionally. Get out of yourself. Away from the often never-ending distractions of work, the job – the business. It’s an opportunity to break out of your routine briefly and take a different route first thing in the morning. Meet some new faces; finally put […]
We couldn’t have put it better ourselves
Read time: 1min In the build-up to Dynamic Planner’s new Client Review being launched on 7 June, we spent many hours compiling many thousands of words to encapsulate precisely what it achieved for advice firms. Now we are post-launch and our new Client Review is available to all users on general release, we thought we […]
Client Review process: 18 months in the making
Read time: 3min 15sec At Dynamic Planner, we are proud in our 16-year history to have helped thousands of UK firms advise more than one million end clients using our service. But we are not stopping there. Eighteen months ago, the message we received from you and your firms was unequivocal: you needed a new […]
New Dynamic Planner Client Review launches
Read time: 3min 45sec Following the success of its Early Adopter Programme, unveiled earlier this year, Dynamic Planner Elements has launched to advice firms based across the UK. Designed in close partnership with advice firms for advice firms, Dynamic Planner Elements will fully support advisers in: Delivering better informed and more enjoyable client review meetings […]
Dynamic Planner Teams Up with Tenet
Dynamic Planner has been selected as the best by award-winning financial adviser group Tenet to provide its members with risk profiling and asset allocation investment processes. All Tenet appointed representatives and directly authorised clients of TenetSelect will be able to use Dynamic Planner to risk profile their clients, enjoy full, two-way integration with Intelligent Office […]