Glenn Bryant
Combine Attitude, Capacity and Experience
Risk profiling doesn’t start and stop with an Attitude to Risk (ATR) questionnaire. It sits within a larger process, which is carefully followed until all parties are happy with a final output. To begin with, an initial picture of a client’s ATR is evaluated. Capacity for Risk and Investor Experience are evaluated separately in Dynamic […]
Sweet 16th for Dynamic Planner
At Dynamic Planner, we were very proud to celebrate our 16th birthday in April – and just how far we have come since our foundation in 2003. We are proud today to be the UK’s leading risk profiling and asset allocation investment process and help thousands of dedicated financial advisers and paraplanners closely support their […]
SimplyBiz Member Services
Notice for SimplyBiz members: SimplyBiz members will no longer have access to Dynamic Planner from 22 May 2019. Dynamic Planner is committed to providing continued access to those firms who rely on its service to drive their firm. To contact Dynamic Planner and discuss your options please complete this form
The Psychology Behind the Questions
Read time: 4min In early 2018 at Dynamic Planner, we launched a significant improvement to our already market-leading risk profiling service – a new 15-question attitude to risk questionnaire. Feedback from our thousands of users in the 24 months since has been very positive – and usage of the questionnaire has only grown and risen. […]
What will Brexit’s Final Impact be?
The Chief Investment Officer (CIO) Panel is always a much-anticipated highlight at the Dynamic Planner Annual Conference. This year in Manchester, journalist, broadcaster and host Gavin Esler expertly steered a fascinating and, as ever, fantastically well-informed debate which compellingly encompassed China, global economic slowdown, 2018 regrets, 2019 forecasts, the US Federal Reserve, Brexit and more […]
Leading Figures in Compliance Debate its Real Impact
For the first time at our 2019 Annual Manchester Conference, we brought together leading industry figures in compliance to drill down into the big issues affecting, perplexing and occupying advice firms up and down the UK currently. Journalist and broadcaster Gavin Esler chaired our inaugural Compliance Panel debate, titled ‘How to Thrive in a Post-MiFID […]
Spearheading Busy London Conference
Walking past the London Eye and along the Thames early first thing, en route to the venue, there was already a great energy to our seventh Annual Conference at the IET on Wednesday 6 February. James Smith, our Head of Adviser Services, was first up on the main stage in the IET’s luxuriously compact Kelvin […]
Manchester Conference Wows Audience
Wow. What a day. Our first ever Annual Conference in Manchester proved to be a fantastic occasion at the award-winning Manchester Central. The day was supported brilliantly by a great audience of financial services professionals from across the North West – and even further afield, with delegates flying in from Scotland for it. Upon arrival, […]
Launch of Dynamic Planner Elements
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation-led investment service, today announces a three year, £5m technology investment into the next generation of Dynamic Planner – ‘Dynamic Planner Elements’. Dynamic Planner Elements will future-proof advice firms in an increasingly demanding and technology driven investment planning market Early adopter programme available for Annual […]
Discussing Suitability and MiFID II
Chris Jones – Dynamic Planner Proposition Director – answered questions on MiFID II suitability requirements in a live, one-hour chat hosted by Paraplanners Powwow. Chris spoke with Paraplanners Powwow founder and show host Richard Allum, and fielded questions from a lively audience, who registered for the event. The discussion encompassed changes in the […]