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Modern cash flow modelling is truly transformational – Jon Rolfe, Epoch Wealth Management

Engaging clients effectively in the financial planning process is essential for business success, says Jon Rolfe, founding partner of Epoch Wealth Management, a financial planning business based in Bath. For the old-school, transaction-based financial adviser armed with little more than a kit bag of sales ideas and a good company song, the client such as […]

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As part of growth plans, FundsLibrary moves into new offices in both Bristol and London

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Taking your marketing to the next level – a guide for advisers – part 1

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Inflation – the dog that never barks

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Hot TOPIX

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Military issues – financial planner Brian Hill of Jones Hill talks about providing specialist advice for service and ex-service families

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Weekend press round up 10/11 February: what was in the money pages?

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The disruptive rise of crypto? Mike Wilson with the background on this anonymous, untraceable yet fascinating asset

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Financial Planners – Brett Davidson with practical advice on why doing the right thing makes so much sense

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CISI appoints Financial Planner Martin Ruskin as new Chairman of CISI IFP Forum

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Weekend press review 03/04 February – what was in the money pages?

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7IM Increases Active Exposure In Multi Manager Range As Bull Market Approaches Tenth Year

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How much regulation does it take to get all advisers treating customers fairly? A regulatory update from Compliance Consultant, Tony Catt

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Change, choice and consultation: Financial planner Lee Pringle with a planner’s perspective on advising clients about DB pensions

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Weekend press review 27/28 Jan – what was in the money pages?

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2018 Outlook: More strong returns likely but it could be a bumpy ride

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How to create a marketing strategy for your advisory firm

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Financial Planning moves – Paradigm Norton merges with The Red House

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Weekend Press Review 20/21 January – what was in the money pages?

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Five charts that help judge whether markets are bouncy or bubbly – analysis from A.J.Bell

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Chilean election: another boost for Latin American markets

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The art of delegation – Brett Davidson

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The rise and rise of paraplanning

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Weekend Press Review: what was in the money sections?

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Top fund picks for 2018 – Brewin Dolphin Fund Research Team highlight five preferred funds

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A New Year, a new approach for advisers. Brett Davidson gives practical tips on time management.

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Outsourcing Paraplanning – a guide for advisers and planners by Damian Davies, The Timebank.

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Weekend Press Review – what was in the weekend money sections?

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GAM 2018 Outlook – Events to watch out for this year

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Less is more. Brett Davidson on how to ask great questions and refine your listening skills

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2018 – A wall of worry

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Will it be a happy New Year for investors? Brian Tora reflects on the markets in 2017 and considers what 2018 might have in store.

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The power of no: Brett Davidson on why saying no more often can improve your business success

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Make 2018 your best year ever – Chris Baigent-Reed with practical tips for advisers on year-end strategic planning

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Weekend Press Review – what was in the weekend money sections?

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Adviser spotlight – Anthony Villis, First Wealth

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Weekend Consumer Press Money Pages Review

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PFS announces Personal Finance Award Winners 2017

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Invesco PowerShares 2018 market outlook: global equity bull market to continue

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Hammond plays to the gallery: Autumn Budget 2017 – Mike Wilson gives his views

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Cash flow modelling – Jon Rolfe of Epoch Wealth Management asks are you making the most of it?

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Views, opinions or claims expressed on this website are those of the authors, and not necessarily the views of FundsLibrary. The content and information contained on the site should not be taken as advice. We accept no responsibility for loss incurred by any person on taking or refraining from action as a result of material contained herein.

All figures correct as at 01.02.2018.