Press Release
Dynamic Planner appoints European Managing Director for continental expansion
Dynamic Planner, today announces the appointment of Christophe Ponette as Managing Director for Europe to lead the company’s EU expansion. Christophe was previously the MD of Avaloq, the European Banking and Wealth Technology Provider for Benelux, speaks multiple languages and has over 25 years’ experience working in sales and management positions in European markets including […]
Revamped RSMR MPS ranges now risk profiled on Dynamic Planner
Advisers looking for risk rated investing solutions for their clients, can benefit from the revamped RSMR Responsible Managed Portfolio Service (MPS) now available through Dynamic Planner. The newly launched RSMR Responsible Growth Portfolio means that advisers can now take advantage of four risk profiled portfolios in the RSMR Responsible MPS that is risk rated on […]
Dynamic Planner launches Client Access to help advisers drive client relationships and engagement in a hybrid world
Dynamic Planner has launched Client Access, a customer focused and interactive technology designed to help advisers drive deeper client engagement and relationships in the new flexible hybrid world of financial advice. Now available to Dynamic Planner users, Dynamic Planner Client Access empowers clients to complete the psychometric risk and sustainability profiling questionnaires remotely, enriching the […]
Financial planning on the cusp of a golden age – Dynamic Planner CEO Ben Goss
“We are on the cusp of a Golden Age for the financial planning industry, with a mixture of demand, regulation and technology providing the backdrop against which financial advice and planning is made more accessible than ever before,” says Ben Goss, CEO Dynamic Planner. Speaking at Dynamic Planner’s 10th Annual Conference, Ben Goss continued: “More […]
Garraway launches Decumulation Model Portfolio using Dynamic Planner’s Risk Managed Decumulation standards
Advisers using Dynamic Planner’s Risk Managed Decumulation Service (RMD) can now access the Garraway Decumulation Model Portfolio Service. The portfolio is the first decumulation portfolio built specifically to meet Dynamic Planner’s RMD Standard. It has been created using Dynamic Planner’s leading risk-rated portfolio guidelines and assigned a risk rating of 5. Chris Jones, Proposition Director, […]
Dynamic Planner creates Sustainability Discussion Guide for advisers
Ahead of the UN Climate Change Conference (COP26), Dynamic Planner has created a white paper style Sustainability Discussion Guide for financial advisers to use with their clients. The foreword has been written by Dr Ben Caldecott, founding Director of the Oxford Sustainable Finance Group at the University of Oxford.
Dynamic planner’s Louis Williams named Future Leader in Knowledge Transfer Partnership Awards
Dynamic Planner’s Head of Psychology & Behavioural Insights Louis Williams, has been named as one of the eight Knowledge Transfer Partnership (KTP) Awards’ Future Leader for 2021 Winners. Louis has worked with Dynamic Planner for two years, spearheading a cutting-edge behavioural science and investment initiative with Henley Business School, an alliance formed via the Government-backed […]
EQ Investors portfolios now risk profiled on Dynamic Planner
Advice firms can now benefit from EQ Investors range of solutions being risk profiled on Dynamic Planner. EQ Investors (EQ) is an award-winning B Corp discretionary fund manager focused on sustainable and impact investing and has been running sustainable portfolios since 2012. EQ offers two sustainable solutions for advisers: Positive Impact (active) and Future Leaders […]
Dynamic planner launches industry’s first psychometric sustainable investing questionnaire
Dynamic Planner is set to launch the industry’s first psychometric Sustainable Investing questionnaire. Launching on 7th May to all advice firms and clients using Dynamic Planner, the ESG investing questionnaire provides a simple, yet academically robust solution to the challenges advisers face when talking to their clients about environmental, social and governance (ESG) factors and […]
Dynamic Planner launches sustainable investing insight
Whole of market MSCI ESG fund research now available in Dynamic Planner to help advisers match people to sustainable portfolios Helping advisers solve the ‘mystery’ of sustainable investing and ensure clients fully understand both ESG risk and opportunity 3 February 2021: Advisers using Dynamic Planner now have whole of market MSCI ESG fund research at […]