A cashflow process is not an end in itself, argues Greg Davies, as he runs through a number of reasons why, judged against what they are trying to achieve, stochastic tools may not add much value in financial planning
Cashflow modelling has long been at the core of financial planning. It is where diagnosis of the past and predictions of the future come together to prescribe actions for the present. In effect, it is...
‘Launched at very relevant time’
Canada Life Investments
Do I escape the status quo effect?
'Unenviable task for advisers'
Almost three-quarters generated positive returns
Integration of Charles Derby and Lighthouse
Which firms made the shortlist?
Entered administration in April 2020
Cuts fees across multi-manager range