Search

Assuming cashflow is required, the following results were found.

Column: Has planning failed? A former planner's view

world; however I will set out my argument. Technology has made many things easier for planners whether producing lifetime cashflows, producing quality reports or assessing suitable products and investments. All are now easier than the sometimes...
Editor’s Comment: The generation game

a key role in helping all members of a family manage their money as best as possible over the long term to ensure that the cashflow ‘balance sheet’ really does balance. It’s positive that in recent times more Financial Planners are advising several...
FinCalc adds goals tools to Cashflow software

Fintech FinCalc has added a tool which will provide cashflow and retirement goals to its Cashflow product. The tool will enable Financial Planners to look at cashflow and retirement goals and offers various solutions to help clients achieve their...
NextWealth predicts ‘seismic shift’ in advice firms' structures

and will build their own links in the system of record to support the system of engagement, which includes client portal, cashflow modelling and risk profiler." She said the system of engagement will either be bespoke built or heavily tailored to suit...
Chartered Financial Planner launches East Anglia firm

firm, Liora Wealth. The new firm will offer full Financial Planning with a strong emphasis on goals-based planning and cashflow modelling. Ms Lucas said Liora Wealth will utilise technology to enable the focus to be on spending quality time with...
7 in 10 advisers expect clients to delay retirement

This was also leading to advisers reassessing how they deliver retirement advice with 54% expecting to make greater use of cashflow planning and 23% of advice firms saying they need to make changes to their retirement income investment strategy....
Women’s advice firm expands nationwide

Diamond based in Glasgow. {loadposition hidden2} The team offer wealth and estate planning, tax and accountancy guidance, cashflow planning and protection. They also offer investment advice, with a specialism in ethical investing. Founder, Lesley...
Quilter adds app hub to platform

for human error. the company said. Advisers using the Quilter platform will be able to have direct access to financial cashflow modelling software Voyant, which will connect to real time data. Quilter has asked advisers to talk to their platform team...
Planners younger and more ambitious than advisers

18% of advisers). 17% plan to grow by acquisition (compared to 9% of advisers). Financial Planners were early adopters of cashflow modelling which remains one of the key distinguishing factors, according to NextWealth. Some 54% of planners used cashflow...
PlanHappy to launch adviser platform

also developing an adviser portal. The team is also building analysis software, and has longer-term plans to incorporate cashflow modelling tools. The platform will be connected via Seccl’s API. PlanHappy was founded by Neil Parker of north-east-based...
Old Mill adds Chartered Planner to wealth team

also has extensive knowledge of later life planning with expertise in pensions, inheritance tax planning, estate planning, cashflow planning and complex scenarios. Mr Blowers joins Old Mill from Evelyn Partners. {loadposition hidden2} He said one of the...
Rocha Lima heads new Planning firm making first acquisition

in-house, low-cost, globally-diversified investmentportfolios and provide to clients a consolidated view of budgeting and cashflow planning integrated with open banking. Amyr Rocha Lima, co-founder and managing director of Strategic Wealth Partners,...
1 in 5 adviser firms set to 'rationalise' tech stack

rather than switching providers. The study found that rationalisation may be under way, with one in seven firms switching cashflow modelling tools in the last 12 months. NextWealth says that the Consumer Duty and pressure on fees is fuelling a...
Widows' platform links with Dynamic Planner and Voyant

Scottish Widows Platform has added integration with two Financial Planning software providers: fintech Dynamic Planner and cashflow modelling software firm Voyant. The platform is now live for valuations on risk-based Financial Planning system Dynamic...
Voyant adds real-time client data from Moneyhub

Financial Planning and cashflow modelling software provider Voyant is to use data platform Moneyhub’s open banking and open finance APIs throughout its adviser systems. The partnership will give Financial Planners using Voyant’s platform instant access...
FE launches Cashcalc-Analytics integration

Fintech FE fundinfo has launched an integration link between its cashflow modelling software Cashcalc and its investment stats service FE Analytics. The company say the integration should save Financial Planners hours of time in having to shift data...
Fintel hunts for acquisitions as Davy steps down

M&A pipeline expected to enhance growth in the medium term, underpinned by enhanced financial reserves and strong cashflow conversion.” Financial Planning Today Comment: Today Fintel founder and industry veteran Ken Davy stands down as chairman of...
‘Seismic shift’ predicted in dividend pay-outs

In addition, with interest rates looking like they will be higher for longer, indebted companies will see more of their cashflow eaten up by interest payments, rather than being available to distribute to shareholders, he said. Mr Peden believes a focus...
CISI launches Paul Etheridge Financial Planning Award

CISI Financial Planning Conference on 3-4 October. Ritchie Walton, managing director of Truth (Prestwood) Software, the cashflow modelling firm which Mr Etheridge set up, said: “We are touched and delighted that our founder, Paul Etheridge, the...
Intelliflo adds integral cashflow modelling

Adviser fintech and back office provider Intelliflo has added cashflow modelling and planning capabilities to its core Intelliflo Office system. Financial Planners will be able to access the modules without the need for additional licensing. Intelliflo...

Results 21 - 40 of 412

Key Links