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 […]
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 […]
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 […]
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 […]
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 […]
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) […]
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 […]
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 […]
New Head of Asset and Risk Modelling
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 adds Model Portfolios
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 […]
New Business Development Director
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 […]
Head of Investment Proposition joins
Chris Jones has joined Distribution Technology (DT) as Proposition Director for Dynamic Planner. In this newly created role, Chris will take on overall responsibility for Dynamic Planner’s proposition to advisers and asset managers. Chris joins from Intrinsic, one of the UK’s largest networks of financial advisers, where he worked for more than six years. Chris […]
Giving back – with Trees for Life
Rather than commission just another corporate mug or notebook for June’s Conference, we decided to donate the £1,000 budget we had set aside to Trees for Life, a charity we’ve already closely supported since November 2016.
Exciting New Vitality Proposition
Vitality has partnered with Dynamic Planner to help launch VitalityInvest and enable people to close the savings gap in retirement. Vitality has launched its Risk Optimiser fund range, five multi-asset risk-targeted funds benchmarked against Dynamic Planner’s Risk Target Managed (RTM) service and volatility boundaries 3-7. The passive range is index-tracking and also in partnership with […]
Dynamic Planner Update – May 2018
Our May release has just gone live, with the main thrust of work being around our preparations for the General Data Protection Regulation, coming into effect on the 25th May 2018. You’ll have noticed that we, like almost every other company in the world it seems, have updated our terms and conditions – you’ll be […]
Dynamic Planner – A 15 Year History
Distribution Technology (DT) was founded in 2003 because the vast majority of investments are made by clients after they receive advice from advisers, but the time, cost and risk of delivering advice mean the provision of quality advice is increasingly challenged. The three founders of DT – Ben Goss, Adrian Hall and Patrick FitzGerald – […]
Webinar – Risk Targeting in Uncertain Times
A joint webinar with 7IM and Schroders on the subject of ‘Risk Targeting in Uncertain Times’ (19 April) was well attended, with plenty of interesting debate and questions from the audience. The main spotlight was on how risk targeting works and why there is increasing traction in the retail market for outcome-orientated solutions. Also, a […]