Page 28 - Dynamic Planner News Today : Breaking News, Live Updates & Top Stories | Vimarsana

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 sector, having previously held senior sales positions with Standard Life Aberdeen (Abrdn), Parmenion, A...

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 takes on the role of head of enterprise sales. Ferguson has spent over thirty years in the industry and ...

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 sustainably. We have discussed this for over two years, but we wanted to make sure what we came to the marke...

'ESG is a bolt-on to suitability' - Dynamic Planner's 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 strategist said that for the majority, advisers are already naturally conducting an “ESG-type a...

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 gambling. In January this year, thousands of amateur traders on the social media platform Reddit �...