Brings significant value to clients, advisers and regulatory obligations
'How can they say it is compliant with the regulator?'
The benefits of cashflow modelling technology explored
Platform says cashflow modelling is ‘more fundamental than ever before’
Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?
Timeline has rolled out a series of developments to strengthen its financial planning software, as well as reduce adviser technology costs.
Steph Willcox looks at the world of stochastic modelling in her first article for Retirement Planner. In a complex world her main aim is to keep it simple, stochastically...
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