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Assuming cashflow is required, the following results were found.

  • Plannr integrates with Söderberg and Selectapension

    New adviser CRM Plannr Technologies, a fintech a quarter owned by Fintel, has announced partnerships with Söderberg & Partners and Selectapension.

    https://www.financialplanningtoday.co.uk/news/item/17310-plannr-integrates-with-soederberg-and-selectapension

  • Planner launches advice service for ‘TikTok’ generation

    Cheshire-based Equilibrium Financial Planning has launched a lower cost, ‘lighter touch’ Financial Planning service for the ‘You Tube’ and ‘TikTok’ generation of younger adults beginning to build wealth.

    https://www.financialplanningtoday.co.uk/news/item/17300-planner-launches-advice-service-for-tiktok-generation

  • SimplyBiz offers Defaqto Engage free to member firms

    Adviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.

    https://www.financialplanningtoday.co.uk/news/item/17289-simplybiz-offers-defaqto-engage-to-all-member-firms

  • GBST adds enhanced modelling to WealthConnect

    Platform fintech GBST has added enhanced modelling to its cloud-based solution for Financial Planners, WealthConnect.

    https://www.financialplanningtoday.co.uk/news/item/17256-gbst-adds-enhanced-modelling-to-wealthconnect

  • Defaqto expands Engage as ‘all in one’ Planning package

    Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.

    https://www.financialplanningtoday.co.uk/news/item/17204-defaqto-expands-engage-as-all-in-one-planning-package

  • ValidPath launches £100,000 loan facility for ARs  

    Adviser network ValidPath has launched a £100,000 loan facility to help established adviser firms wanting to leave their current network who feel shackled by so-called 'golden handcuff' deals.

    https://www.financialplanningtoday.co.uk/news/item/17159-validpath-launches-100-000-loan-facility-for-ars

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

    Recently Financial Planning Today editor Kevin O'Donnell posed the questions whether Financial Planning has failed to reach a wide market. Former Financial Planner Mike Middleton, now running a coaching and retirement planning business, responds in...

    https://www.financialplanningtoday.co.uk/k2-articles/item/17095-column-has-planning-failed-a-former-planner-s-view

  • Editor’s Comment: The generation game

    There’s been a lot of coverage lately on how older generations, particularly the better off and HNW clients, are helping out younger generations by funnelling cash to hard-pressed family members.

    https://www.financialplanningtoday.co.uk/news/item/17085-editor-s-comment-the-generation-game

  • FinCalc adds goals tools to Cashflow software

    Fintech FinCalc has added a tool which will provide cashflow and retirement goals to its Cashflow product.

    https://www.financialplanningtoday.co.uk/news/item/16915-fincalc-adds-goals-tools-to-cashflow-software

  • NextWealth predicts ‘seismic shift’ in advice firms' structures

    Wealth consultancy NextWealth has predicted a "seismic shift" in advice firm structures over next five years with the fee earner to non-fee earner ratio moving from 1:1 to 4:1.

    https://www.financialplanningtoday.co.uk/news/item/16782-nextwealth-predicts-seismic-shift-in-advice-firms-structures

  • Chartered Financial Planner launches East Anglia firm

    Experienced Chartered Financial Planner Rebecca Lucas has launched a Cambridge-based Financial Planning firm, Liora Wealth.

    https://www.financialplanningtoday.co.uk/news/item/16770-chartered-financial-planner-launches-east-anglia-firm

  • 7 in 10 advisers expect clients to delay retirement

    Nearly 7 in 10 financial advisers (67%) expect clients to postpone retirement due to cost of living concerns, according to a new report.

    https://www.financialplanningtoday.co.uk/news/item/16763-7-in-10-advisers-expect-clients-to-delay-retirement

  • Women’s advice firm expands nationwide

    Wealth manager and Financial Planner Independent Women has expanded across the UK following its acquisition by Mazars.

    https://www.financialplanningtoday.co.uk/news/item/16742-women-s-advice-firm-expands-nationwide

  • Quilter adds app hub to platform

    Financial Planner and wealth manager Quilter has added an 'App Hub' to its platform.

    https://www.financialplanningtoday.co.uk/news/item/16652-quilter-adds-app-hub-to-platform

  • Planners younger and more ambitious than advisers

    The number of Financial Planners is set to grow according to wealth consultancy NextWealth, after its research showed that Financial Planners are younger and more ambitious than typical financial advisers.

    https://www.financialplanningtoday.co.uk/news/item/16630-planners-younger-and-more-ambitious-than-advisers

  • PlanHappy to launch adviser platform

    Software, training and support services provider PlanHappy is to launch an adviser platform.

    https://www.financialplanningtoday.co.uk/news/item/16619-planhappy-to-launch-adviser-platform

  • Old Mill adds Chartered Planner to wealth team

    South west Financial Planning and accountancy firm Old Mill has added Chartered Financial Planner Tim Blowers to its wealth management team.

    https://www.financialplanningtoday.co.uk/news/item/16580-old-mill-adds-chartered-planner-to-wealth-team

  • Rocha Lima heads new Planning firm making first acquisition

    Leading Financial Planner Amyr Rocha Lima and fellow planner Ian Cooke have launched a new Financial Planning practice in Surrey and announced the acquisition of another Financial Planning firm.

    https://www.financialplanningtoday.co.uk/news/item/16557-rocha-lima-heads-new-planning-firm-making-first-acquisition

  • 1 in 5 adviser firms set to 'rationalise' tech stack

    Consumer Duty pressure will spur one in five adviser firms to change or ditch some of their tech tools in the next 12 months, a new report predicts.

    https://www.financialplanningtoday.co.uk/news/item/16544-1-in-5-adviser-firms-set-to-rationalise-tech-stack

  • Widows' platform links with Dynamic Planner and Voyant

    The Scottish Widows Platform has added integration with two Financial Planning software providers: fintech Dynamic Planner and cashflow modelling software firm Voyant.

    https://www.financialplanningtoday.co.uk/news/item/16530-widows-platform-links-with-dynamic-planner-and-voyant

Results 1 - 20 of 398
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