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Why cashflow modelling is integral to the advice process

As we enter the Consumer Duty era, and the need for regulated firms to 'avoid foreseeable harm' to consumers, Nick Eatock believes cashflow planning will become even more important. ....

Intelliflo Office , Consumer Duty , Nick Eatock , Cashflow Modelling ,

An offer for 'free' cashflow modelling? Pull the other one...

If something is valuable, you should not give it away for free. That is been a core principal of the business world for donkey’s years. ....

United Kingdom , Companies House , Financial Conduct Authority , Retail Distribution Review , German Headquartered Aixigo , Professional Adviser , Cashflow Modelling ,

Future-proofing financial advice through cashflow modelling

Pan Andreas urges advisers to get to grips with cashflow modelling and financial planning software that is scalable, fully integrated, and adaptable to future-proof financial advice. ....

Pan Andreas , Cashflow Modelling ,

Addition of cashflow modelling to Defaqto 'Engage' goes live

Defaqto has launched fully integrated cashflow modelling across its technology offering to advisers, as promised last month. ....

United Kingdom , Hymans Robertson , Glenn Porter , Hymans Robertson , Defaqto Engage , Cashflow Modelling ,