Planner blasts platforms for poor service and failing to deliver

 

Platforms have come under fire for ‘poor service’ and failing to deliver the services they claim to offer.

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Platforms attacked for 'wholly unacceptable' offering

The head of a Paraplanning firm has attacked platforms for "wholly unacceptable" service and "poor testing".

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Two Financial Planning firms reveal merger details

Two leading Financial Planning firms have exclusively told Financial Planning Today magazine the story behind their recently announced merger.

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‘Cashflow model only way to assess client’s risk’

 

Cashflow modelling is the “only authentic way” to assess a client’s risk.

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