Glenn Bryant

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has struck a deal with compliance support provider threesixty services to offer its clients a bespoke version of Dynamic Planner. threesixty’s 900 client firms to be offered bespoke version of Dynamic Planner The collaboration will allow threesixty clients who adopt Dynamic Planner […]

Dynamic Planner Proposition Director Chris Jones has been busy out on the road, engaging with paraplanners about the importance of clear and accurate suitability reports. Chris was presenting at two Personal Finance Society (PFS) ‘Purely Paraplanning’ events in Birmingham and in London this autumn. He engaged with audiences on key issues in this area, discussing […]

Advisers are increasingly recommending Risk Target Managed (RTM) solutions, with latest figures from Dynamic Planner revealing an increase of 15 per cent year on year.* Recommendations of Premium and Select-rated funds in Dynamic Planner have also increased by 30 per cent year on year. Recommendations up by 15 per cent and 30 per cent year […]

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, is to expand its Dynamic Planner Annual Conference by staging two flagship events for the first time in 2019. Two events to be held in Manchester Central and London IET ‘Transform The Way Clients See You’ free for financial services professionals Registration […]

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has extended access to a level of precision and detail across 49 asset classes that has until now only been used by Dynamic Planner’s Asset and Risk Modelling team (ARM). Wider spectrum of 49 asset classes introduced today Supports enhanced risk profiling […]

Demand for Risk Target Managed (RTM) solutions was driven originally by the then FSA’s ‘Assessing Suitability’ paper published in March 2011. This set a key expectation that when your clients are risk profiled, the investment recommendation is profiled on a consistent basis, both at the time of initial advice and as part of your ongoing […]

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has boosted the international expertise of its Investment Committee with the addition of American Chief Investment Officer, David Goerz. David is currently CEO and CIO of Strategic Frontier Management, which he founded in 2015 to provide global tactical and strategic asset allocation […]

Dynamic Planner has appointed Abhi Chatterjee as its new Head of Asset and Risk Modelling. Abhi will head up Dynamic Planner’s Asset and Risk Modelling team underneath new Proposition Director Chris Jones, who joined the business earlier this year in July from Intrinsic. Chris said: “One of the most exciting discoveries on joining Dynamic Planner […]

Walker Crips has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform, enabling advisers to assess the long-term investment risks associated with the portfolios against their clients’ risk profiles. Distribution Technology has reviewed and profiled the 11 portfolios offered by ALPHA: r² within the risk profiles used on Dynamic Planner, assigning a […]

Dynamic Planner has appointed Nick Lee as their new Director of Business Development. Nick had previously been Managing Director of AXA Wealth’s Self Investor business, as well as a senior member of the IFA business. He will oversee Dynamic Planner’s Client Success and Business Development teams and wider strategic development. Dynamic Planner CEO Ben Goss […]