Income Focus Reports and a New Tax Year
Our April release went live on 6 April and ensures Dynamic Planner is using the rates and bands for the new tax year. Income Focused Research We’ve been thinking a lot about how we can help our users meet their obligations under MiFID II product regulations in designing their centralised retirement process around clearly defined […]
A Slowing Global Economy is Asking Harder Questions of Policy Makers
A weak manufacturing survey in Germany has sharpened the focus of markets towards the extent of the global economic slowdown. German manufacturing PMI recently fell to 44.7, the second lowest since 2009, and versus an expected number of 48 (anything below 50 is considered to be consistent with contraction). Meanwhile, the new orders sub-index, a […]
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. […]
Reports Focus on Income Fund Research
The fundamental search for high and rising income can come at the cost of increased complexity – and, in some cases, increased risk that might not be that easy to assess for suitability when using traditional, asset allocation sector analysis methods. This challenge is a very specific one faced by the traditional investor base seeking […]
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 […]
February Update – Royal London Valuations
Our February release has just gone live with a number of fantastic improvements and enhancements to Dynamic Planner. Royal London Valuations First, we are pleased to announce that Royal London has joined us as an integration partner. You will now be able to obtain valuations for client holdings via Dynamic Planner. Valuation integrations provide a […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]