The firm tells PA it expects a ‘year of growth’ by working with advisers
Cultural alignment and flexibility improves retention
The national advisory business hires Multiply AI as technology partner
Texas-based Crestline Investors sunk funding into the facilitator last year
Wade Financial brings six advisers and ten support staff
Foster Denovo will offer ‘broader investment options’ to its advisers
Deals carried out through its practice buyout programme
Investment platform has ‘deepest level’ of integration with Intelliflo Office
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?