Page 14 - Dynamic Planner News Today

Dynamic Planner risk profiles EQ Investors sustainable range Sustainable diversified, multi-asset portfolios EQ Investors sustainable fund range is now being risk profiled for advisers on Dynamic Planner. EQ, a B Corp discretionary fund manager, offers two sustainable diversified, multi-asset portfolios for advisers - Positive Impact (active) and Future Leaders (passive) portfolios. The EQ Positive... Sign In To read this story please register PA is dedicated to championing professional adviser...

5 th May 2021 3:39 pm 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 psychometric sustainable investing questionnaire, which will be available to firms from 7 May. Dynamic Planner head of psychology and behavioural insights Louis Williams led the development of the questionnaire. He said: “It has been designed with the client in mind, to avoi...

5 th May 2021 8:53 am Good morning and welcome to your Morning Briefing for Wednesday 5 May, 2021. To get this in your inbox every morning click here. Platform takeover Business transactions often have twists and turns along the way and James Hay’s purchase of rival platform Nucleus has been no different. But it seems the deal is edging closer to the finish line. James Hay chief executive Richard Rowney has taken delight in Nucleus shareholders “overwhelmingly” accepting the firm’s of...

Dynamic Planner says its new tool will aid what can be complicated and broad-ranging discussions Dynamic Planner is to unveil a psychometric sustainable investing questionnaire. The tool, which the company described as an “industry first”, will be available to all advice firms and clients on the platform from 7 May 2021. “The questionnaire provides a simple, yet academically robust solution to the challenges advisers face when talking to their clients about environmental, social and gover...

The Morning Briefing: Dynamic Planner expands; Biden’s corporation tax vision By Michael Klimes 28 th April 2021 9:07 am Good morning and welcome to your Morning Briefing for Wednesday, 28 April, 2021. To get this in your inbox every morning click here. Full steam ahead at Dynamic Planner  Some firms had a bad pandemic and retrenched while others have managed to find strength in adversity. This certainly seems to be the message coming from Dynamic Planner this mor...

Dynamic Planner appoints industry veterans to new roles By Tom Higgins 28 th April 2021 7:41 am Financial planning software firm Dynamic Planner has made two marketing appointments on the back of strong growth. Alan Ferguson has joined to take on the role of head of enterprise sales.  He is responsible for securing large scale clients for the company and the account management of existing partners. He has over 30 years’ experience within the financial planning sec...

Dynamic Planner expands sales and marketing teams Events If you already have an account please use the link below to sign in. If you have any problems with your access or would like to request an individual access account please contact our customer service team. Newly roles created to support rapidly growing business Dynamic Planner has made two key appointments Sabuhi Gard Financial planning software firm Dynamic Planner has made two key appointments as the business grows. Alan Ferguson take...

Rathbones Will McIntosh-Whyte: Sustainable multi-asset was a logical step for us Events If you already have an account please use the link below to sign in. If you have any problems with your access or would like to request an individual access account please contact our customer service team. Four funds to fit a range of risk appetites Will McIntosh-White of Rathbones Speaking to Investment Weekfollowing the launch, McIntosh-Whyte said: "We wanted to give people the option to invest sustainab...

ESG is a bolt-on to suitability - Dynamic Planners Chatterjee Content by subject Professional Adviser hosts must-attend events for the financial adviser sector. The success and reach of the brand has enabled us to deliver a series of market-leading events, including our popular breakfast briefings, awards and conferences. Download and use the apps Access your subscription from outside of the office Get relevant news and insight straight to your inbox Speaking at PA Working Lunch The investment ...

Ben Goss on risk: The eye of the beholder In general, risk tolerance is relatively stable – increasing with experience, then declining over time. In general … One of the perils of being a parent is challenging teenage children who believe they are always right. My son invested some birthday money in bitcoin and then forgot about it. What was a few tens of pounds at outset is now a few hundred. He is flush with his ‘investment’ success – and he will not be told that what he is doing is...