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

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

Diversity and inclusion in financial services has become a pressing issue in recent years, and people are starting to take it seriously. Ben Goss, co-founder of Dynamic Planner, the company that ...

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, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Welcome to Finextra. We use cookies to help us to deliver our services. You may change ...

Dynamic Planner has launched a new Financial Happiness Index to help advisers evidence value and support better outcomes ...

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