Adviser tips

An advice firm has unveiled the latest version of its bespoke cashflow model, which it says uses "Monte Carlo statistical simulations" to illustrate how variations can impact on a client's future well being.

An Edinburgh-based IFA firm has taken a leap into online video in order to better communicate with potential clients.

A group of IFA firms and industry professionals led by former Honister Capital director Alan Easter will aim to create a ‘middle ground' between being directly authorised and part of a network in their new venture.

An award winning advice firm has decided to stop using the label ‘IFA' in favour of referring to itself exclusively as chartered financial planners.

COMPLAINTS

KEEP IT SIMPLE

DATA HAPPY

MATCH MAKERS

UNREGULATED

PREACHER MAN