EV Financial Planning Insights 2024 - With Chet Velani
Chet Velani, Managing Director at EV, discusses the focus of EV during 2024 and the challenges and...Consumer Duty: The vital role cashflow planning has to play
In this blog, we explore how cashflow planning tools can enhance the client-adviser relationship...4 Challenges Cash Flow Software Can Solve for Financial Planners
Do the challenges associated with cash flow make your financial planning processes more complex? In...Unlocking the Mystery of Retirement Planning: Engage Consumers for Better Financial Understanding
Retirement planning can seem like a daunting and overwhelming task for many individuals. However,...Keep calm and do your (Consumer) Duty
In this blog, Andrew Storey, Group Innovation Director at EV, explains how EV can help adviser...How EV can help you act now on the FCA’s Consumer Duty
The clock is already ticking on FCA’s Consumer Duty. With less than a year to go until compliance...Income Drawdown: How to nail down your clients' capacity for loss
In this blog, we examine the different methods that can be used to identify your clients' capacity...Why leveraging adviser technology can deliver better client outcomes
This blog discusses our recent findings on why technology can be leveraged to achieve better...The Inside Storey: Getting the right trade off for cash flow planning
In his latest blog, Andrew Storey, Propositions Director at EV, discusses the challenge of getting...FCA Consumer Duty: requires evidence, not just action
With Consumer Duty the talk of the town in 2022, all eyes in the adviser community are turning to...Stress testing: How to help eliminate your clients’ cash flow planning stress
Everyone with investments has some degree of stress about their future wealth. Let’s look at how –...EVPro: Game-changing holistic financial planning software for advisers
We are excited to announce the launch of EVPro, our complete, end-to-end financial planning tool...Choosing the Right Financial Adviser Tools for Your Firm
In this blog, we look at why financial adviser tools are necessary in the changing financial...Cash Flow Planning Software: Delivering Better Outcomes for Clients
In this blog, we explore the benefits of cash flow planning software and how modern tools are...Expanding the Horizon of Financial Wellness
This blog explores how supplementing consumer financial recommendations with forecasts can help...How to generate a lifetime of sustainable income for your clients
In our latest article, we discuss a new approach to delivering a sustainable level of income to...Why cashflow modelling remains essential to better client outcomes
In this blog, we address the criticisms of cashflow modelling and outlines why we believe it...The rise and rise of cash flow planning
Cash flow planning has roots in accountancy, used as a financial planning tool for companies to...Revolutionise your whole approach to suitable retirement income advice
Our new income-focused attitude to risk questionnaire and risk rating service will seek to support...Drawdown risk: rewriting the rule book
Investors face a fresh set of risks when drawing an income in retirement. Much of the remedial...Why choosing the right cash flow model for drawdown matters
The growth of cash flow modelling is one of the most favourable financial advice developments over...Stochastic vs Deterministic Models: Understand the Pros and Cons
When it comes to providing your customers with realistic forecasting, there are only two models to...⇧