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One Four Nine makes largest acquisition to date

One Four Nine has acquired McCrea Financial Services – a long-established full suite planning firm led by industry veteran Douglas McCrea. ....

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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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