Never mind the stock answers

Robo-adviser remains unprofitable but losses shrink

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?

The 'fourth revolution'

'We have persisted because our clients trust us'

Everything advisers and clients need to know

Changes would help investors

Chairman for six months

Andrew Aldridge explores why advisers tend not to consider EIS for clients despite most funds accepting investments from £10,000 pounds. Yes, such funds should absolutely be considered 'high risk and illiquid' but is education also part of the problem?...

Medical underwriting