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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 advisers. It helps you build your business, service clients and generate sustainable income. PA offers: MUL...

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 avoid jargon and complex terminology; no financial knowledge is needed to answer questions; it employs a...

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 offer. “Shareholder approval is a key milestone in the journey to bring together the respective expe...

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 governance (ESG) factors and sustainability,” Dynamic Planner said. It was developed by the firm’s he...

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 morning as it has filled two new marketing roles. The firm is clearly thinking about how it can find ne...