News
Dynamic Planner Updates: November 2019
The November update from Dynamic Planners’ very own, Joshua Knight
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 […]
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 […]
Intelligent Office Integration is Live
Over the past few months, Dynamic Planner has been working closely with Intelliflo to provide an enhanced integration between Dynamic Planner and Intelligent Office (iO). The result is a simple and fast integration, and one of 21 Dynamic Planner has with leading back-office systems, platforms and providers – all dedicated to helping your financial advice […]
Re-balance Traditional Multi-Asset Foundation
Investment in Physical Property has been a cornerstone for multi-asset solutions. However, investing in Physical Property through investments funds, which provide daily liquidity can cause liquidity mismatches. While the impact of this liquidity mismatch is not observable under normal market conditions, periodically, when these inherently illiquid investments are subject to large amounts of redemption, the […]
Dynamic Planner Strikes Deal With threesixty
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 […]