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Cashflow modelling deal: Transact and Prestwood team up
Transact has revealed it is teaming up with Prestwood to integrate its Truth cashflow modelling tools.
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Financial Planning Today magazine issue 2 ready to view
The second issue of Financial Planning Today, our new 40-page digital bi-monthly magazine, is now available to all FP Today website readers from today.
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'Virtually impossible' to recruit experienced Paraplanners
The founder of a Paraplanning firm says it has become ‘virtually impossible’ to recruit experienced and qualified Paraplanners.
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Phoenix to buy Abbey Life in deal worth nearly £1bn
Abbey Life is to be taken over by Phoenix Group Holdings in a deal worth nearly £1billion.
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DFM directory: New guide for Financial Planners is out
A new DFM directory providing key information for Financial Planners has been released.
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Poll verdict: Cashflow model key for true Financial Planning
The votes have been counted and the results are in for the great cash flow modelling debate.
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Financial Planning Today magazine issue 2 is launched
The second issue of Financial Planning Today, our new 40-page digital magazine, is now available to our email newsletter subscribers and is packed with news, features and comment for Financial Planners, Paraplanners and Wealth Managers.
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22% say cashflow model NOT key for true Financial Planning
More than one in five readers who have taken part in the FP Today poll say they don’t believe cash flow modelling is essential for true Financial Planning.
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Prestwood to unveil ‘next generation’ cashflow software
Prestwood, a company which provides cashflow modeling software to Financial Planners and Paraplanners, is to launch a new “next generation” version of its Truth software in October at the CISI-IFP Financial Planning conference.
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Martin Bamford: Cashflow modelling not essential
Like many Financial Planners, we use cash flow modelling in our business, writes Chartered Financial Planner Martin Bamford.
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New 'robo adviser without the robo' to launch
National advisory firm consolidator Succession is planning a ‘robo-advice-style’ service which will add human intervention to review any investment decisions.
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New Financial Planning firm launched by ex-IFP chief
Magenta Financial Planning, the new firm led by ex-IFP President Julie Lord, has launched.
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Cashflow model firm created by planners launches IHT tool
A company providing cashflow modelling tools that was created by a team of Chartered Financial Planners from South Wales has launched a new IHT Calculator.
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Cashflow model to be backbone of new Financial Planning firm
Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says.
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Ex-IFP President: See another adviser if you don't value cashflow model
A former IFP President says she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling.
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My business: Carolyn Gowen of Bloomsbury
Carolyn Gowen CFPTM Chartered FCSI reveals how she achieved her dream of a life in France while still managing to help run a Financial Planning business in England.
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Financial Planners: The key to a good CRM system
Financial Planning businesses play host to a plethora of data from fact finds, application forms, CRM systems and platforms but are planners taking full advantage of the potential of technology to improve efficiency?
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My Business: Gareth Rees of Epoch Wealth Management
Gareth Rees CFPTM, Chartered MCSI partner at Accredited Financial Planning FirmTM Epoch Wealth Management, talks about how love played a part in setting him on the planning path.
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Real life case study: Emotions run high for client couple
Matthew Aitchison CFPTM Chartered MCSI, managing director of Clear Vision Financial Planning, deals with the case of a family who wanted to boost their quality of life and time spent together.
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Ex-IFP chief's fears over 'proper' cashflow modelling
A former IFP President has “grave concerns” about whether advisers are using cashflow modelling tools properly – but she is against FCA intervention.
Assuming cashflow is required, the following results were found.
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