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