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

Dynamic Planner - A 15 Year History

Glenn Bryant 27 April 2018

Distribution Technology (DT) was founded in 2003 because the vast majority of investments are made by clients after they receive advice from advisers, but the time, cost and risk of delivering advice means the provision of quality advice is increasingly challenged. The three founders of DT - Ben Goss, Adrian Hall and Patrick FitzGerald - felt that technology could change that. Ben had previously founded the UK’s first online advice company (Sort.co.uk) using the Internet to help make advice more widely accessible, while Adrian and ...

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Topics: Interview, Dynamic Planner, Ben Goss

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

  

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