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Prestwood staff ‘keep calm and carry on’
Software firm Prestwood, which provides the Truth cashflow modelling system used by many planners, says its office will continue to be staffed so that users can call its helpdesk.
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Fairstone client numbers up 10% to 65,000
Acquisitive Chartered Financial Planning firm Fairstone has increased client numbers by 10% to 65,000 over the past 6 months.
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Kingswood adds 3 senior hires for expansion move
Kingswood, the City of London-based wealth manager and Financial Planner backed by private equity, has made three senior hires as it gears up for expansion.
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Guest Column: Beware 'death by cashflow modelling'
It is human nature that when we are asked to give an opinion or to answer a question that what we say in response has positive connotations, that is we want to be able to help and where possible give good news, writes Certified Financial Planner and...
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Two new firms join CISI's Accredited elite
The Chartered Institute for Securities & Investment says two new firms, including one run by Financial Planning Today columnist Nicola Watts, have become CISI Accredited Firms, an elite level of membership.
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Fintech to launch 'revolutionary' cash flow tool upgrade
Financial Planning fintech firm Dynamic Planner is to launch what it calls a “revolutionary” cashflow tool upgrade later this year.
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LEBC recruiting after axing 50 jobs in 2019
LEBC, the employee benefits and pension adviser, is recruiting for advisers and Paraplanners following a round of redundancies last year which saw 50 roles axed.
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Cashflow tool CashCalc to add new features in 2020
Cashflow modelling software company CashCalc has previewed five new features it plans to add this year.
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Wealth manager Kingswood buys Californian advisory firm
Kingswood, the wealth manager and Financial Planner, is to acquire a fledgling Californian investment adviser in a deal worth £3.1m, its second acquisition of a US advisory firm.
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High returns low on client priority lists - adviser survey
The most important service offered by financial advisers to clients is helping them achieve their financial goals, say advisers.
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Editor’s Comment: PFS event showcased a profession on the rise
In these days of remote working, video calling and cloud computing, it suprises me that actually getting together with other finance professionals remains not just popular but increasingly so.
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PFS 'Futureproof' Financial Planning Conference gets under way
Nearly 2,000 finance professionals are expected to attend the PFS 'Futureproof' Financial Planning Conference day which gets under way at the ICC in Birmingham city centre today.
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Advisers sceptical of technology closing advice gap
New research from VitalityInvest has found almost half (44%) of advisers do not believe technology can play a role in helping to close the advice gap - the gap between those with and without access to affordable financial advice.
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Nicola Watts: Marking 25 years of Financial Planning
It’s been an exciting couple of months at Jane Smith Financial Planning.
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Julie Lord: Planners need a succession plan
I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.
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CashCalc axes Transfer Value Comparator tool
Cashflow planning software firm CashCalc has revealed it is to withdraw its Transfer Value Comparator (TVC) tool from its available suite of tools.
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Prestwood and Intelliflo unveil strengthened partnership
Cashflow modelling firm Prestwood has strengthened its partnership with Intelliflo and its Intelligent Office business management system.
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CashCalc tops 12,000 users for cashflow tool
CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 12,000 registered account holders and £100bn funds under calculation.
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IFA becomes one of youngest Chartered Financial Planners
Wealth management firm The RU Group is celebrating the achievements of its former apprentice turned Chartered Financial Planner, Ben Slater, after he achieved Chartered status with the CII at the age of 23.
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Collingbourne achieves CISI Accredited Planning Firm status
Winchester-based Financial Planning firm Collingbourne has become the latest Financial Planning business to achieve CISI Accredited Financial Planning Firm status.
Assuming cashflow is required, the following results were found.
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