CIO Panel at Dynamic Planner Conference London

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 […]

Dynamic Planner Conference 2019 at Manchester Central

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, […]

Dynamic Planner Investment Progress Review Report

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 […]

New Dynamic Planner and Intelligent Office Integration is Live

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 […]

Fund Research

Enrich your Fund Research

The Portfolio Suitability Hub in Dynamic Planner allows you to conduct whole of market fund research for OEICs, Unit Trusts, Investment Trusts, ETFs, Life & Pension funds and DFM portfolios. Dynamic Planner provides a number of filters to help you refine fund selection, based on data it collects as part of its Fund Risk Profiling […]

Ben Goss - Chief Executive Officer

5 Predictions for the Advice Industry in 2019

Dynamic Planner’s CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry. Advisers won’t need a crystal ball to know that 2019 is likely to start in a more challenging place for them and for their clients than 2018 did, but the advice industry earns […]

Asset Allocation Toggle Screenshot

Analysis on Recommendations

Back in October, we extended the range of asset classes covered by Dynamic Planner, giving you access to unprecedented precision in the risk analysis performed on your client’s current and recommended portfolios. We have updated the recommendations section in Dynamic Planner to help you see the additional data available to you when constructing a portfolio. […]

Property Investments

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 […]

Webinar Microphone

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 […]


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 […]

The Investment Process Brochure

MiFID-II Friendly Suitability Reports

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 […]


Funds That Could Revolutionise Investment

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 […]

The FCA wants people comparing apples and apples

Investor to Investment, no Matter What Your Tool

The fundamental definition of risk being lost in translation in the investment process remains very real following this month’s Money Marketing survey results. Risk profiling a client, and subsequently recommending investments that employ different definitions of risk, is problematic. The issue lies in mis aligning the recommendation to the client’s needs and desires, leading to […]

Dynamic Planner Annual Conference 2018

Details for 2019 Annual Conference

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 has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire

Analysis at Fingertips of Advice Firms

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 […]

Risk Profiling

Dynamic Planner Extend Asset Classes to 49 to Provide Precision Risk Analysis

Today we are releasing some powerful changes to Dynamic Planner’s Asset and Risk Model. We are updating Dynamic Planner to use more granular asset allocation data for funds, with the objective of providing enhanced precision of risk analysis. This enhancement is enabled by incorporating the additional analysis conducted by our Asset and Risk Modelling (ARM) […]

View of London reflected in the window of a building

Why recommend Risk Target Managed investments for clients?

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 […]

David Goerz

Boosting International Expertise of Investment Committee

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 […]

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