Drawdown clients at risk, warns EV
- Monday, 10 June 2024
- Articles
Drawdown clients are being exposed to high-risk investments without their knowledge leaving advice firms on a “ticking time bomb” of potential complaints, according to Financial Planning fintech EV Financial Solutions.
Read more...EV adds automated MPS links to Financial Planning tool
- Tuesday, 22 November 2022
- Articles
Financial software provider EV has added automated links to risk-rated model portfolio ranges for its EVPro Financial Planning tool for advisers.
Read more...Tech firm launches “game-changing” Planning software
- Thursday, 13 January 2022
- Articles
Technology firm EV has launched what it describes as a “game-changing” Financial Planning tool.
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