Dynamic Planner serves almost 40% of wealth advice firms and over 150 asset managers Christophe Ponette was appointed as Dynamic Planner’s European managing director earlier this year to lead the ...

Dynamic Planner is launching a sustainable investing questionnaire to help advisers talk to clients about ESG factors and sustainability. Focus groups of advisers have helped the company devise the ...

Dynamic Planner has launched a £5m investment programme to upgrade its technology over the course of the next three years. The risk profiling business will invest the money in creating the third ...

Dynamic Planner has launched two initiatives to give advisers insight into how people feel about their finances, especially ...

Dynamic Planner has launched a new tool to help advisers make better-informed decisions about single-strategy fund selection on behalf of their clients. Until now, the data for single strategy funds ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Advisers using the new integration will be able to seamlessly transfer ...

Dynamic Planner, has today launched two major initiatives focused on the biggest challenges facing the industry, underlining ...

Dynamic Planner has launched the Financial Happiness Index, designed to explore the factors that most influence how people ...