Cashflow modelling

Timeline releases goal visualisation tool for advisers

Technology

Timeline releases goal visualisation tool for advisers

Timeline has rolled out a series of developments to strengthen its financial planning software, as well as reduce adviser technology costs.

clock 14 September 2021 • 1 min read

Featured

Steph Willcox: The KISS principle (keep it simple, stochastically)

Steph Willcox looks at the world of stochastic modelling in her first article for Retirement Planner. In a complex world her main aim is to keep it simple, stochastically...

clock 17 June 2021 • 4 min read

Technology

CashCalc acquisition 'logical' step that could 'cut cost of advice'

Bought by FE

clock 13 May 2021 • 3 min read

Your profession

Kirsty Anderson: Stress testing the cashflow model

When was the last time you reviewed your processes?

clock 05 March 2021 • 5 min read

Your profession

Third of advisers offer cashflow modelling to all clients - Intelliflo and i4C data

But 67% realise its potential

clock 05 January 2021 • 2 min read

Ratings, Research & Risk

Greg Davies: Three ways stochastic tools are less use than you think

The cost of complexity

clock 28 May 2019 • 5 min read

Pensions

Richard Parkin: Where next for retirement advice?

Retirement sector trends

clock 20 November 2018 • 4 min read

Tools

Adam Higgs: The versatility of the best cashflow modelling tools

Software round-up

clock 23 July 2018 • 4 min read

Investment

Investment Watch: Matt Morris's verdicts on recent developments

‘Promising lead' or ‘Back to the lab'?

clock 11 June 2018 • 3 min read

Wrap/platforms

Standard Life wrap launches cashflow modelling tool

Response to adviser demand

clock 06 December 2017 • 1 min read
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