Fund and Asset Managers

Learn more about the risk profiling services that Dynamic Planner offer, to help support your funds.

Insight and Opinion into Financial Planning Matters

Women Close Risk Attitude Gap on Men

Dynamic Planner 07 December 2017

Women are more risk averse than men, although the traditional gap between the sexes is shrinking, according to new research....

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Topics: Dynamic Planner, Women, Henley Business School, Ben Goss, Gender Equality, Finacial Services, Gender Gap

Dynamic Planner: Updates to Risk Profiling Report

Josh Knight 13 November 2017

The latest release of Dynamic Planner is now live. This release sees the much-anticipated updates to the risk profiling report. Many of our users have provided feedback and suggestions as we’ve been through the process of improving one of our most used reports....

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Topics: Report, Dynamic Planner, Product Update, Risk Profiling, Updates

  

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