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A huge library of articles, webinar recaps, podcasts, guides and research to educate and inspire today's financial planners.

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3 min read

A Simpler, More Reliable Way to Do Cashflow Modelling
By Gonzalo Podgaesky 28 Jan 2026

Cashflow modelling sits at the heart of good financial advice. It helps you test plans, explain outcomes and give clients confidence about their future.

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    The 32% You Might Be Missing: Turning Risk-Avoidant Clients Into Your Strongest Advocates

    By Melissa Canham 02 Oct 2025
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    Turning Financial Regrets into Teachable Moments: A Growth Opportunity for Advisory Practices

    By Melissa Canham 25 Sep 2025
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    Closing the Confidence Gap: Why Education is Your Best Business Development Tool

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    Has Big Tech Become Too Big?

    By Laurentius van den Worm 16 Sep 2025
    Announcements, Articles & Blogs, Adviser 3.0
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    Adviser 3.0 2026: The Unmissable Conference for Financial Planners Who Dare to Think Bigger

    By Hana Dickinson 16 Sep 2025
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    The Investor's Most Common Regret: "I Wish I'd Started Sooner"

    By Melissa Canham 05 Sep 2025
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    Life‑Event Triggers That Drive Advice Seekers

    By Melissa Canham 28 Aug 2025
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    From Plan‑Less to Plan‑Ready: Nurturing the 38% “Working on It” Segment

    By Hana Dickinson 21 Aug 2025
    Articles & Blogs
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    Only Half of Affluent Households Use Advice – Here’s How to Win the Other 49%

    By Hana Dickinson 14 Aug 2025
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    Half of Britain's Wealthy Don't Use Financial Advisers

    By Tom Newbould 07 Aug 2025
    Articles & Blogs
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    Is Terry Smith Lucky or Skilled? The Mathematical Case Against Active Investing

    By Robin Powell 24 Jul 2025
    Articles & Blogs
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    Timeline Tracker: Built to Last, Tested by Time, Designed for Your Future

    By Cheshta Dhingra 21 Jul 2025
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