Tools

Private equity investor backs national IFA launch

Your profession

Private equity investor backs national IFA launch

One Four Nine Group launches with two acquisitions

clock 19 October 2021 • 2 min read
'Status quo no longer an option': PFS board reacts to CII consultation

Your profession

'Status quo no longer an option': PFS board reacts to CII consultation

PFS board to take three steps

clock 15 October 2021 • 2 min read
This month's PA360 conference in pictures

Your profession

This month's PA360 conference in pictures

Photos from the event

clock 15 October 2021 • 1 min read

Tools

Adam Higgs: The versatility of the best cashflow modelling tools

Software round-up

clock 23 July 2018 • 4 min read

Retirement

F&TRC launches first robo-paraplanner for workplace pensions

Compares workplace schemes

clock 07 November 2017 • 1 min read

Tools

FE launches risk-profiling tool for advisers

Uses FE risk score banding

clock 03 October 2017 • 1 min read

Tools

IRESS launches technology audit service for advisers

Questionnaire and snapshot analysis

clock 07 September 2017 • 1 min read

Tools

Pocket Risk relaunches risk profiling tool

New focus on behavioural finance and client experience

clock 01 May 2017 • 1 min read

Tools

'Better broadly right than precisely wrong in risk-profiling' - AdviserAsset

Risk-profiling tool launched

clock 08 November 2016 • 3 min read

Companies

Ascentric launches interactive income forecaster tool

'Deliberately simplistic', firm says

clock 22 September 2016 • 1 min read
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Women in Financial Advice Awards 2024 - Winners' gallery

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Estate planning confusion causing elders to reconsider advice

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