A Chartered Financial Planner who built his own cashflow modelling software, which now has 4,000 users, says cashflow modelling is not essential to Financial Planning.
The Association of Professional Financial Advisers has called for the FCA to act swiftly to strengthen rules on unregulated investments.
A firm selling ‘alternative investment’ products, including ‘fancy coloured’ diamonds, to investors including a number of vulnerable people such as a dementia sufferer, has been ordered into liquidation.
Financial Planning firms are to be offered up to £9,600 if they take on an adviser apprentice.
An adviser is set to be banned and fined over his firm’s advice to 1,661 customers on making £112million of alternative investments.
Advisers have been warned this morning they face an extra FSCS levy next year as a result of rapidly growing claims related to Sipps.
Bellpenny’s acting head of Financial Planning has left to join a national firm of financial advisers.
ISA interest rates are as low as 0.05% among 32 mainstream providers, a probe has shown, as new rules come into force today.
The average age of mums and dads in England and Wales has risen by almost 4 years over the last 4 decades, according to new analysis.
Cashflow modelling has been included among the key competencies required of trainee advisers entering a new national Government apprenticeship scheme.
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