Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
Dashboards have the potential to create a ‘step change’ in pension engagement
Funk to depart Schroders Investment Solutions after three years
Wigmore Associates Wealth Management acquisition brings Titan Wealth’s AUM to £17.4bn
Kunal Oak joins SJP
Performance for over 900 DFM MPS currently risk profiled has been added
Kunal Oak joins with 22 years of experience
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk
Richard Parkin, head of retirement at BNY Mellon IM, outlines how client relationships have evolved
In response to FCA’s proposal to release enforcement investigation information before a decision is made
Wealth manager joining forces with Sporting Wellness
Five tailored model portfolios options across risk levels