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...
Do I escape the status quo effect?
'Unenviable task for advisers'
'Be fearful when others are greedy'
'A -20% return has serious consequences'
0.15% account fees
the lang cat heatmap
Frank Potaczek, Head of UK Proposition at Architas, gives his thoughts on the Professional Adviser survey into sustainable investing and discusses how advisers can respond to the increased interest in this area.
After recently presenting to more than 200 advisers across five locations around the country on PA's Multi-Asset Roadshow, Brendan McCurdy takes offers up six takeaways for advisers from the two week journey...
Ongoing fee structure