Guest Column: 3 must-haves for socially-distanced planning
- Wednesday, 08 July 2020
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The pandemic is impacting different sections of society in different ways. For example, a recent study by Legal & General suggested that 1.5m people plan to delay their retirement because of Covid-19 and its financial impacts.
Read more...Planners 'increase client risk tolerance and reduce anxiety'
- Tuesday, 02 June 2020
- Articles
An investor behaviour project has revealed how 'emotional wellbeing' in difficult investment periods differs between those with a Financial Planner and those without.
Read more...Dynamic Planner launches Coronavirus guidance hub
- Tuesday, 14 April 2020
- Articles
Financial Planning fintech firm Dynamic Planner has launched a ‘content hub’ to help planners adapting to the impact of Coronavirus.
Read more...Fintech to launch 'revolutionary' cash flow tool upgrade
- Thursday, 06 February 2020
- Articles
Financial Planning fintech firm Dynamic Planner is to launch what it calls a “revolutionary” cashflow tool upgrade later this year.
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