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The Morning Briefing: Söderberg & Partners takes stake in Fidelius; cashflow modelling needs regulation - Vimarsana News

The Morning Briefing: Söderberg & Partners takes stake in Fidelius; cashflow modelling needs regulation

Published: January 19, 2024

Good morning and welcome to your Morning Briefing for Friday 19 January 2024. To get this in your inbox every morning click here. Söderberg & Partners takes stake in Fidelius Söderberg & Partners has continued to increase its footprint in the UK advice space by taking a significant minority stake in financial

Source: moneymarketing.co.uk
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Cashflow modelling 'needs to be regulated' - Vimarsana News

Cashflow modelling 'needs to be regulated'

Published: January 19, 2024

There should be a degree of regulation around cashflow modelling. That was the message from Mercury Wealth Management managing director Oliver Bourke at the Empowering Advice Through Technology (EATT) conference in London yesterday (18 January). When debating the evolution of cashflow modelling and what the future

Source: moneymarketing.co.uk
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City OfUnited KingdomAndrew MooreOliver BourkeAdvice Through TechnologyMercury Wealth ManagementEmpowering Advice Through TechnologyGoodmans Financial Planning