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...
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation