Dynamic Planner launches new cashflow tool
- Tuesday, 03 November 2020
- Articles
Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool.
Read more...Dynamic Planner adds investment trusts to risk profiler
- Friday, 14 August 2020
- Articles
Dynamic Planner has expanded its risk profiling service to include investment trusts.
Read more...4 in 10 professionals using video for new business
- Wednesday, 22 July 2020
- Articles
Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.
Read more...Guest Column: 4 ways to help clients cope with volatility
- Wednesday, 15 July 2020
- Comment
Financial Planners who have built strong relationships with clients will have seen predictable reactions to recent market movements - but what if we could better predict and understand emotional reactions and investment intentions during these challenging times?
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