Ascentric has launched an interactive forecaster tool on its wrap platform designed to help advisers plan their clients' income, particularly those in retirement.
The tablet-friendly tool allows advisers to project a client's income over 12 months, using FundsLibrary's most recent yield data, to assess and demonstrate to clients viable income strategies and how...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created