St James's Place partners with Dynamic Planner for client risk profiling

Through the partnership, Dynamic Planner's risk profiling services will be made accessible to SJP's 4,800 advisers and 7,500 support staff. SJP said this collaboration supports its "commitment to delivering quality, long-term, one-to-one advice and supporting its advisers with advanced technology to improve the capture and evidencing of the risk preferences of its clients". It selected Dynamic Planner for its "comprehensive solution, ability to support the Partnership's scale, and the strength of its methodology, research, and ongoing innovation". SJP said Dynamic Planner's ability...