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Less than half use it at significant milestones such as retirement (39%), changes in a client’s lifestyle (36%) and when the client received a lump sum (24%).
Only a third (34%) of advisers and paraplanners offer cashflow modelling to all clients with 8% not offering it at all, research by Intelliflo has found.
The study, which surveyed 328 adviser firm employees and was in conjunction with i4C, revealed that 34% of advisers and paraplanners were using cashflow modelling less than once a year. Less than half...
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