Planners want better platform / back-office integration
- Thursday, 22 April 2021
- Articles
In a special platforms report for the latest edition of Financial Planning Today Magazine, Financial Planners have called for platforms to develop better integrations with the most popular back-office systems.
Read more...Planner Casebook: A SSAS for 2 business partners
- Friday, 12 February 2021
- Articles
In our latest Planner Casebook in Financial Planning Today magazine, Michael Seagrove of Albert Goodman, helps two business partners put together a complex exit from their firm by developing a long-term financial plan based around a SSAS.
Read more...Financial Planners' Covid-19 tech revolution
- Wednesday, 25 November 2020
- Articles
Since lockdown started to bite nine months ago there has been a revolution in technology for Financial Planners with most compelled to invest in new technology.
Read more...Julie Lord: Why happy clients beat wealthy ones
- Wednesday, 05 February 2020
- Comment
I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.
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