- Thursday, 24 January 2019
Digital risk profiling and investment service Dynamic Planner has unveiled a new £5m technology investment.Read more...
- Friday, 31 August 2018
Walker Crips, which has a Financial Planning arm, 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.Read more...
- Friday, 02 February 2018
Dynamic Planner has unveiled its new risk profiling process aimed at helping Financial Planners address Mifid II requirements on suitability.Read more...