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Assuming cashflow is required, the following results were found.

  • New Financial Planning technology here to stay - survey

    The majority (89%) of financial advisers are using some form of new technology as a result of the Coronavirus pandemic, with the change likely to be permanent, according to a new report.

    https://www.financialplanningtoday.co.uk/news/item/13028-new-financial-planning-technology-here-to-stay-survey

  • Succession adds sports and entertainment advice arm

    Financial Planning firm Succession Wealth has launched Succession Sports & Entertainment, a specialist advice arm for sporting and entertainment professionals.

    https://www.financialplanningtoday.co.uk/news/item/13013-succession-adds-sports-and-entertainment-advice-arm

  • Fintech buys cashflow modeller Voyant for £104m

    US wealth management fintech AssetMark Financial Holdings has acquired cashflow modelling software firm Voyant in a £104m deal.

    https://www.financialplanningtoday.co.uk/news/item/12781-fintech-buys-cashflow-modeller-voyant-for-104m

  • LIBF launches new retirement planning qualification

    The London Institute of Banking & Finance (LIBF) has launched a new retirement planning qualification.

    https://www.financialplanningtoday.co.uk/news/item/12771-libf-launches-new-retirement-planning-qualification

  • FinCalc integrates with Intelligent Office

    Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo.

    https://www.financialplanningtoday.co.uk/news/item/12760-fincalc-integrates-with-intelligent-office

  • Prestwood launches free cashflow tool for consumers

    Financial Planning software provider Prestwood has unveiled a consumer cashflow modelling tool.

    https://www.financialplanningtoday.co.uk/news/item/12705-prestwood-launches-free-cashflow-tool-for-consumers

  • Only 1 in 3 advisers use cashflow tools with all clients

    Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.

    https://www.financialplanningtoday.co.uk/news/item/12539-only-1-in-3-advisers-use-cashflow-tools-with-all-clients

  • FinCalc adds LTA to cashflow modeller

    Financial Planning software suite FinCalc has added lifetime allowance (LTA) functionality to its cashflow modeller.

    https://www.financialplanningtoday.co.uk/news/item/12476-fincalc-adds-lta-to-cashflow-modeller

  • Selectapension acquired by Canadian software group

    Pensions and investment planning software firm Selectapension has been acquired by the Perseus operating group of Canadian technology company Constellation Software.

    https://www.financialplanningtoday.co.uk/news/item/12470-selectapension-acquired-by-canadian-software-group

  • Nicola Watts: Why Power of Attorney advice is vital

    Often people think about putting in place Lasting Power of Attorney for an elderly relative. Although it is something we talk to clients about all the time, I’m writing this article now having seen two high profile cases in the press in recent weeks...

    https://www.financialplanningtoday.co.uk/k2-articles/item/12447-nicola-watts-why-power-of-attorney-advice-is-vital

  • NEW: Latest Financial Planning Today Magazine

    The latest edition of our sister Financial Planning Today Magazine is out now and includes an exclusive Cover Feature on how Financial Planning professionals are using the latest planner technology to beat the pandemic and work "faster, better and...

    https://www.financialplanningtoday.co.uk/news/item/12348-new-latest-financial-planning-today-magazine

  • Dynamic Planner launches new cashflow tool

    Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool.

    https://www.financialplanningtoday.co.uk/news/item/12305-dynamic-planner-launches-new-cashflow-tool

  • CashCalc cashflow to integrate with Hubwise

    CashCalc, the cashflow planning software, is to develop a two-way integration with Hubwise, the multi-asset investment platform.

    https://www.financialplanningtoday.co.uk/news/item/12300-cashcalc-cashflow-to-integrate-with-hubwise

  • Mazars rebrands global business

    Financial services company Mazars, which has a substantial UK Financial Planning arm, has launched a global rebrand.

    https://www.financialplanningtoday.co.uk/news/item/12269-mazars-rebrands-global-business

  • Editor’s Column: Retirement ignorance is far from bliss

    A couple of surveys we reported on this week reminded me about the epic scale of pension ignorance among the great British public.

    https://www.financialplanningtoday.co.uk/k2-articles/item/12243-editor-s-column-retirement-ignorance-is-far-from-bliss

  • Field exits Intelliflo in major sales reshuffle

    Intelliflo’s long-serving chief sales officer Wenda Field is to exit the company to pursue new challenges in a major sales reshuffle for the fintech firm.

    https://www.financialplanningtoday.co.uk/news/item/12214-field-exits-intelliflo-in-major-sales-reshuffle

  • Timebank launches CPD support service

    Outsourced Paraplanning firm the Timebank has launched a new support service that it believes will help Financial Planners and Paraplanners avoid the need to defer CPD due to the pandemic.

    https://www.financialplanningtoday.co.uk/news/item/12194-timebank-launches-cpd-support-service

  • Expert Wealth becomes CISI Accredited Planning Firm

    The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.

    https://www.financialplanningtoday.co.uk/news/item/12113-expert-wealth-becomes-cisi-accredited-planning-firm

  • CISI Annual Paraplanner Conference goes virtual

    The CISI’s Annual Paraplanner Conference has shared its online agenda for this year’s event on the 24 and 25 September.

    https://www.financialplanningtoday.co.uk/news/item/12042-cisi-annual-paraplanner-conference-goes-virtual

  • CISI 2020 Paraplanner Conference goes virtual

    The CISI’s Paraplanner Conference in September has been converted from a physical to a virtual event due to the Coronavirus pandemic.

    https://www.financialplanningtoday.co.uk/news/item/11838-cisi-2020-paraplanner-conference-goes-virtual

Results 81 - 100 of 398
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