Each quarter at Dynamic Planner, our in-house team of analysts and qualified investment professionals independently risk profile approximately 1,500 investments – from the whole of market – for advice firms to research and recommend for their clients.
Watch members of our Investment Services team each quarter for a Solutions Webinar, enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
This quarter’s topic:
Risk Profiled Solutions. Chris and Abhi were joined by Brooks MacDonald.
To view the recording fill in some brief details on the form on this page.