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Every financial adviser “should have cashflow planning but it should not be the whole conversation”. This is what Lyndhurst Financial Management financial planner Rory Albon said at Money Marketing Interactive in Leeds May 2023.
With the Big Tech behemoths making inroads into the finance sector, advisers will have to be on their toes to avoid being left behind
Intelliflo has today (26 April) announced it will include its cashflow modelling and planning capabilities within its core Intelliflo Office system, without the need for additional licensing.
Firstly, minimising volatility in investors' portfolios can help as we know high volatility often alarms clients and can cause them to make poor investment
The number of female advisers increases in younger age groups, with the highest share of women – around one in five – stating they are under 30.