Dynamic Planner training spaces filling up fast

Spaces were said to be filling fast for Dynamic Planner’s Training Academies with some locations already full. 

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Dynamic Planner unveils new £5m fintech investment

Digital risk profiling and investment service Dynamic Planner has unveiled a new £5m technology investment.

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Walker Crips adds model portfolios to Dynamic Planner system

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.

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Risk tool to help planners with new suitability rules

Dynamic Planner has unveiled its new risk profiling process aimed at helping Financial Planners address Mifid II requirements on suitability.

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