The firm announced that its risk targeted decumulation service now forms part of Dynamic Planner’s risk managed decumulation service. The new element of Bordier's risk targeted suite of solutions has ...

Investment management firm Bordier UK’s risk targeted decumulation service is now part of Dynamic Planner’s risk managed decumulation (RMD) proposition. Bordier UK’s risk targeted decumulation service ...

More risk may be present when it comes to advising clients in decumulation than advice firms realise, NextWealth has warned. In its latest report ‘Risky Business’, which looked into risk profiling and ...

Apps can be the future of financial planning, particularly for low value clients, according to Yasmina Siadatan, chief revenue officer at Dynamic Planner. Speaking to FT Adviser, Siadatan discussed ...