Features Adoption Resources Events About Call: 0333 6000 500 Login Request Demo Category Featured Featured October 26, 2021 Advice firms have real opportunity under UK Sustainability Disclosure Requirements By Tribe Impact Capital The announcement of the UK’s proposed Sustainability Disclosure Requirements (SDR), followed… Guest Featured October 19, 2021 Inflation – What to make of the current dynamics By Maria Municchi, Multi Asset Fund Manager, M&G The recent bout of volatility has affected… Guest Featured October 12, 2021 Market outlook: Three things to look out for over the next year As we enter the last quarter of 2021, we believe that these are likely to… Guest Featured August 3, 2021 Inflation and us Who are CAM? What do we do? City Asset Management (CAM) exists to increase the… Guest ESG investing June 8, 2021 What are your clients really thinking about responsible investing? By Close Brothers Asset Management In January 2021, Close Brothers Asset Management commissioned Censuswide to… Guest Featured May 24, 2021 The trouble with advisory models… RSMR has been offering model portfolios since 2012 through a number of partnerships and some… Guest Featured May 10, 2021 Inflation protection – What’s the right recipe? The key ingredient for inflation protection may be hiding in plain sight By Steve Russell,… Guest Featured March 17, 2021 Welcome to intelliflo By intelliflo You may have noticed a change in our intelliflo brand. This new identity… Guest Featured March 17, 2021 Multi-asset allocation views: Room to grow The early part of a year gives investors an opportunity to take stock. Sunil Krishnan… Guest Featured March 16, 2021 Decumulation – Finding tranquillity in the midst of volatility By Sam Liddle, Sales Director, Church House Investment Management As Covid-19 swept the globe in… Guest Legal Terms and Conditions Privacy Policy Cookies Coronavirus Statement Help Support Careers Contact us Subscribe to our Newsletter Subscribe to our Blog Additional Services Asset Management Financial Institutions International Advisers © 2021 Dynamic Planner. Distribution Technology, C/O Moorcrofts LLP, Thames House, Mere Park, Dedmere Road, Marlow, Buckinghamshire, SL7 1PB. Company Number 04741529. All Rights Reserved.