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7IM reveals cashflow modelling app link up with Intelliflo
Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app.
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‘Dreadful year’ client rescued by Chartered planner’s cashflow plan
A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.
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CashCalc ties up data integration deal with Plum Software
Cashflow modelling tool provider Cashcalc has signed a deal to provide integration with adviser back-office support firm Plum Software.
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Planner's swipe at Unbiased as he launches rival directory
A Chartered Financial Planner has accused IFA directory service Unbiased of letting down the public as he prepares to launch his own nationwide adviser directory to compete with Unbiased.
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FCA examines clients' grasp of cashflow model outcomes
The FCA is investigating whether consumers can understand the outcomes of stochastic cashflow modelling as part of its shake up of DB transfer advice.
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Up, up and away: the 2017 CISI Paraplanner Conference
The 2017 CISI / IFP Paraplanning Conference has been hailed "a huge success" by conference co-chair Dan Atkinson.
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'Superhero' Paraplanner conference gets underway
More than 130 Paraplanner delegates are in Hinckley, Leics, today for the annual CISI Paraplanner Conference 2017, which is getting under way this morning.
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Paraplanners must prepare for rise in vulnerable clients
Paraplanners should prepare for a rise in the number of vulnerable clients they work with, Just's Jan Holt has told today's annual CISI / IFP Paraplanning Conference in Leicestershire.
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FCA expert: firms should get ready for 2019 advice review
The FCA's 2016 Assessing Suitability Review - a major review of the quality of financial advice in the UK - will be repeated in 2019 and Paraplanners and Financial Planners should begin preparing for it now, an FCA expert has told the CISI / IFP annual...
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Fighter pilot jets in to 'superhero' Paraplanner conference
Cashflow modelling, platform due diligence and a former fighter pilot are on the billing for next week’s CISI Paraplanner Conference 2017.
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Senior Paraplanner (London) £45,000 basic
Senior Paraplanner (London) £45,000 basic
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Synaptic to launch cashflow-based ‘at retirement’ tool
Synaptic Software is planning to launch a major ‘at retirement’ tool for planners and advisers later this year which will feature cashflow modelling.
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Planners get ‘life or death’ leader lesson from SAS man
Planners will learn about showing leadership in life or death situations from a former SAS commander.
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CISI offers wealth managers ‘Financial Planning experience’
The CISI is trying to entice more wealth managers to attend the annual Financial Planning conference in September by widening the appeal of the content.
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Chartered Planning firm adds experienced planner to team
Cheshire-based Clarion Wealth Planning, a firm of Chartered Financial Planners, has continued its expansion with the appointment of experienced Financial Planner Sam Petts.
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Transact reveals Voyant cashflow modelling agreement
Transact has announced it has added Voyant software integration to the cash flow modelling integrations it already has in place.
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Policeman turned Planner becomes cashflow tool creator
An ex-policeman who changed career to become a Chartered Financial Planner has revealed how he made the switch before going on to set up an increasingly popular cashflow planning tool.
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Group buys 2 IFAs as it plots to become largest wealth firm
Two advice firms have been bought by Succession Group for a total of £4m as part of plans to create the UK’s largest independent wealth management business.
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Chartered Financial Planner strikes deal for cashflow tool
A cashflow modelling software firm created by a Chartered Financial Planner has struck a deal with a business offering support services for advisers.
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Financial Planner trio join forces for new brand
A trio of Financial Planners have banded together under a new brand name.
Assuming cashflow is required, the following results were found.
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