Defaqto to add cashflow modelling to Engage package
- Thursday, 08 December 2022
- Articles
Financial Planning software and data provider Defaqto will bolt on a comprehensive cashflow modelling tool to its Engage Financial Planning system from next year.
Read more...Winners of Financial Planning Today’s Survey draw
- Friday, 11 November 2022
- Articles
Financial Planning Today is pleased to announce the winners of our Financial Planning Today annual survey prize draw.
Read more...M&G Wealth Advice poaches new chief from SBG
- Tuesday, 01 November 2022
- Articles
Investment and wealth manager M&G has appointed former Sesame Bankhall Group chief Ross Liston as chief executive of its Financial Planning-focused wealth division M&G Wealth Advice.
Read more...Guest Column: Why I sold my wealth business
- Thursday, 05 May 2022
- Comment
I started my career in financial advice some 35 years ago and have been running our firm with my wife Joanna for the last 20 years as a family business. We still advise clients that we first met three decades ago.
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