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Assuming cashflow is required, the following results were found.

NextWealth predicts ‘seismic shift’ in advice firms' structures

Wealth consultancy NextWealth has predicted a "seismic shift" in advice firm structures over next five years with the fee earner to non-fee earner ratio moving from 1:1 to 4:1.
Chartered Financial Planner launches East Anglia firm

Experienced Chartered Financial Planner Rebecca Lucas has launched a Cambridge-based Financial Planning firm, Liora Wealth.
7 in 10 advisers expect clients to delay retirement

Nearly 7 in 10 financial advisers (67%) expect clients to postpone retirement due to cost of living concerns, according to a new report.
Women’s advice firm expands nationwide

Wealth manager and Financial Planner Independent Women has expanded across the UK following its acquisition by Mazars.
Quilter adds app hub to platform

Financial Planner and wealth manager Quilter has added an 'App Hub' to its platform.
Planners younger and more ambitious than advisers

The number of Financial Planners is set to grow according to wealth consultancy NextWealth, after its research showed that Financial Planners are younger and more ambitious than typical financial advisers.
PlanHappy to launch adviser platform

Software, training and support services provider PlanHappy is to launch an adviser platform.
Old Mill adds Chartered Planner to wealth team

South west Financial Planning and accountancy firm Old Mill has added Chartered Financial Planner Tim Blowers to its wealth management team.
Rocha Lima heads new Planning firm making first acquisition

Leading Financial Planner Amyr Rocha Lima and fellow planner Ian Cooke have launched a new Financial Planning practice in Surrey and announced the acquisition of another Financial Planning firm.
1 in 5 adviser firms set to 'rationalise' tech stack

Consumer Duty pressure will spur one in five adviser firms to change or ditch some of their tech tools in the next 12 months, a new report predicts.
Widows' platform links with Dynamic Planner and Voyant

The Scottish Widows Platform has added integration with two Financial Planning software providers: fintech Dynamic Planner and cashflow modelling software firm Voyant.
Voyant adds real-time client data from Moneyhub

Financial Planning and cashflow modelling software provider Voyant is to use data platform Moneyhub’s open banking and open finance APIs throughout its adviser systems.
FE launches Cashcalc-Analytics integration

Fintech FE fundinfo has launched an integration link between its cashflow modelling software Cashcalc and its investment stats service FE Analytics.
Fintel hunts for acquisitions as Davy steps down

Ken Davy, chairman of fintech Fintel, is to step down as planned as chairman of the company at its AGM today.
‘Seismic shift’ predicted in dividend pay-outs

Investment markets are moving into a new “golden age” of strong dividend returns, according to a global equities investment manager.
CISI launches Paul Etheridge Financial Planning Award

The CISI, the professional body for Certified Financial Planners, has launched an award in memory of the ‘godfather’ of Financial Planning, Paul Etheridge.
Intelliflo adds integral cashflow modelling

Adviser fintech and back office provider Intelliflo has added cashflow modelling and planning capabilities to its core Intelliflo Office system.
Cooper Parry buys third London Financial Planner

Cooper Parry Wealth has acquired London-based Financial Planning firm Future Perfect as it continues its recent acquisition drive.
Davy to step down as Fintel chair

Ken Davy, the founder of Fintel - the financial fintech and support services firm which owns SimplyBiz and Defaqto - is to step down as chair in May.
Bravura plans to downsize UK offices

Fintech and platform engine provider Bravura Solutions plans to downsize its UK offices as part of a global cost-cutting exercise, with some offices set to be cut altogether in Australia and New Zealand.

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