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First energy transitions working group meet to be held in Bengaluru on Feb 5-7

Dynamic Planner launches Product and Platform Research

Dynamic Planner has launched Product and Platform Research to its users, giving advisers the ability to research investment and retirement products while also focusing on the “evolving needs” of clients and regulation.

Dynamic Planner launches platform research for IFAs

Dynamic Planner has launched a platform research portal to give advisers the ability to research investment and retirement products. Product and Platform Research is available to Dynamic Planner users from today (7 September) and comes with all the benefits of working within one system.

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