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Assuming cashflow is required, the following results were found.

Dynamic Planner hires new MD for European expansion

Financial Planning fintech Dynamic Planner has recruited a new managing director for Europe to lead expansion on the continent.
Editor’s Column: Why the ‘John Lewis’ model is taking off

I must confess I was sceptical when a number of Financial Planners, including employee ownership evangelist Chris Budd, began pushing the idea that employee ownership could be a viable pathway for many Financial Planning firms.
Ex-Voyant veteran Freeman backs fintech start-up

Industry veteran Bob Freeman, the former chief operating officer and launch director of cashflow modeller Voyant in the UK, is to invest in a fintech which aims to give accountants more ability to offer Financial Planning services.
Fintech FE fundinfo acquires Fundsquare

Fintech FE fundinfo is to acquire Fundsquare, a fund registration and regulatory services provider based in Luxembourg.
FE DFM adds responsible investment reports

FE Investments, the investing arm of investment data and technology provider FE fundinfo, has added a range of responsible investment reports for its managed portfolio ranges.
Financial Planning set for ‘golden age’

The Financial Planning profession is set for a “golden age” of growth, Ben Goss, the CEO of planning fintech firm Dynamic Planner has predicted.
Fintel returns to positive net cash position after re-focus

Fintech and support services firm Fintel - the owner of SimplyBiz - has returned to positive net cashflow helped by the sale of non-core businesses in 2021.
FinCalc revamps client portal

Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client.
CashCalc adds gross cashflow modeller

Financial Planning software firm CashCalc has launched a gross cashflow modeller which accounts for tax calculations.
Tech firm launches “game-changing” Planning software

Technology firm EV has launched what it describes as a “game-changing” Financial Planning tool.
LV= chair to quit after private equity deal rejected

LV= chairman Alan Cook is to step down after a £530m recommended deal by a US private equity firm to take over the mutual failed to win enough support from LV= members.
Sandringham to partner with Cashcalc cashflow

Financial Planning firm Sandringham Financial Partners, recently acquired by M&G Wealth, is to partner with cashflow tool provider Cashcalc.
Intelliflo replaces i4C with new cashflow tool

Adviser fintech and back office provider Intelliflo is to replace its i4C cashflow planning tool with a 'powerful' new cashflow tool.
Former IFP President pens book on wealth transfer

Longstanding Financial Planner Marlene Outrim is to publish a new book on intergenerational wealth transfer.
Planners on health benefits of regular planning

Regular Financial Planning has been linked to improved mental and physical health by a new study but what do planners think?
Financial Planner moves to 4 day week

UNIQ Family Wealth, a four-office Financial Planning firm based in Cardiff, is moving its staff to a four day working week to “protect” productivity and boost the mental health and wellbeing of staff.
Business as usual 'not an option' says LV=

Business as usual is not an option for LV= as the provider says it needs £100m investment.
LV= chair attacks Royal London intervention

The chairman of LV= has criticised Royal London for the timing of its intervention in the mutual provider’s sale to Bain Capital.
Bain outlines plans for takeover target LV=

Bain Capital has outlined plans for its takeover target, the mutual provider LV=, ahead of a key member vote on the controversial deal.
Nearly 1,000 attend PFS Conference online

The annual Personal Finance Society (PFS) conference kicked off this morning with Financial Planners hearing how they can help clients achieve financial freedom.

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