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May 16, 2022
Good morning and welcome to your Morning Briefing for Monday 16 May, 2022. To get this in your inbox every morning click here. Ben Goss Our chief reporter Lois Vallely sat down with Dynamic Planner's chief Ben Goss for the May issue's Money Marketing meets interview series. Goss spoke about his passion for using
May 16, 2022
Before we even sit down for this interview, Dynamic Planner chief executive Ben Goss and I launch into a discussion about the tech firm’s carbon-cutting ambitions.
April 26, 2022
Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
April 26, 2022
Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
April 25, 2022
Investment management firm Bordier UK’s risk targeted decumulation service is now part of Dynamic Planner’s risk managed decumulation (RMD) proposition.
April 25, 2022
Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
April 25, 2022
Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
April 25, 2022
Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
April 19, 2022
Gamification should be used to educate and motivate clients not to evaluate their behaviour, writes Louis Williams
March 22, 2022
Dynamic Planner, today announces the appointment of Christophe Ponette* as Managing Director for Europe to lead the company’s EU expansion. Christophe was previously the MD of Avaloq, the European Banking and Wealth Technology Provider for Benelux, speaks multiple languages and has over 25 years’ experience working in sales and management positions in European markets