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Stick with the plan: Addressing client concerns over Ukraine

Many advisers are maintaining a stoic perspective about the crisis in Ukraine, and passing this reassurance to their clients

January 2022 issue: Inside MM s monthly magazine

Read the full digital edition here  Cover feature Experts say there’s not just one advice gap but four. The focus should be on demonstrating value, building trust and using tech to 'democratise' this vital service. Momodou Musa Touray reports Editor’s view The first step towards solving a problem is acknowledging

Is cashflow modelling a necessity for adviser firms?

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?

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