Dynamicplanner.com

We continue our series profiling the main UK fund research agencies with a look at Dynamic Planner. Dynamic Planner is a popular risk profiling and financial planning service offered by Distribution Technology. However, its fund ratings, which are available...

Personal Touch has launched a ‘living in retirement’ module with risk profiling and financial planning service Dynamic Planner to allow members to work with clients approaching the increasingly complex ‘at retirement’ stage Members will learn how to...

Modern or mean-variance portfolio theory (MPT) is an important financial concept. But it has little practical value for retail investors when it to comes to asset allocation. Recently, goals-based investing has grown popular with both financial advisers...

As millions of individuals approach retirement age, they face the challenges of saving enough money for their retirement while maximizing yield and minimizing risk. Historically, fixed indexed annuities (FIA) have provided an important solution to solve...

The World Wealth Report (WWR), published annually by Capgemini with RBC Wealth Management, provides an excellent overview of the global high net worth investor (HNWI) market for advisory services. The 2015 report covers four main areas: Growth of the...