Ray Adams
Absence of advisers on FCA register impacting adviser comparison sites
Criticism of FCA register post SMCR
CashCalc bins TVC tool; cites predictions DB transfer market will shrink
Tool takes up 50% of developers time
CashCalc hits £100bn under calculation
12,000 users
Break-in costs Welsh adviser firm Niche IFA £7,000
TV and internet equipment stolen
CashCalc launches 'Open API' to invite third-party links
'Cherry-pick' best software
CashCalc celebrates account holder milestone
£80bn funds under calculation
AdviserBook directory to be free to advice firms for another year
Subs waived until December 2019
CashCalc partners with financial learning firms to offer triage service
Through TVC & APTA module
CashCalc launches £1 TVC and APTA Christmas offer
Open to new and existing customers
CashCalc offers users free client-facing educational video
100 advisers have requested it so far
What happens when the FCA comes knocking?
Port Talbot adviser outlines firm visit
Newport adviser's tech named top cashflow planning software
8,000 registered users
New directory AdviserBook drops all fees for 2018
‘Inviting everyone to claim their profile’
Most read
