MARCH 2020
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Latest - TECHNOLOGY

  • Cashflow modelling in the current climate

    31 March 2020

    Current volatile markets are further proving the importance of cashflow modelling for financial planning clients, says Rob Tedder, client cashflow solutions manager at i4C. There have been numerous regulation changes in recent years working in favour of cashflow modelling. It is becoming ever more important to focus clients on long-term holistic planning, rather than...

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  • Tech firms offer support to help advice firms through crisis

    30 March 2020

    Tech firms have offered their support to help advisers navigate a new way of working as firms contend with the Coronavirus lockdown. Iress has launched a new hub offering free technology-related information and support for the industry. Advisers can access a range of guidance and tools, including how to continue to support clients while...

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  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    26 March 2020

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  • Iress buys O&M systems

    17 March 2020

    Financial technology business Iress has acquired O&M Systems, a provider of pension and investment data and comparison tools to financial advice firms. O&M Profiler ESP has been directly integrated with Iress’ Xplan software and has been made immediately available to Iress’ clients, as well as continuing as a standalone research service. All members of...

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  • Why wealth management operating models need to change

    4 March 2020

    The wealth management industry needs to review its operating models as costs come under pressure. It’s the human touch which is the differentiator, argues Matt Lonsdale, relationship manager at BNY Mellon’s Pershing Price compression has arrived in the wealth industry. The past six months has seen two large well-known US firms significantly up the...

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  • TCC launches digital file-checking service

    3 March 2020

    Compliance Consultancy TCC has launched a new automated file checking service, which digitally checks all a firm’s files and highlights those that need human intervention. The firm says the first-line checking service provides a digital pre-check, which compares all file documents against pre-defined criteria, to identify risk that requires further, human review. This, TCC...

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  • TDQ: Test your knowledge – Answers – March 2020 issue

    27 February 2020

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • TDQ: Test Your Knowledge – Questions March 2020 issue

    27 February 2020

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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