The Big Tent

• Howwow Online: MIFID II - communicating charges to your clients with the lang cat - 30 January 2019

  126 views 0 comments 0 points Started by Admin January 2019 Our news
• House Price Movements

  122 views 4 comments 0 points Most recent by richallum January 2019Technical stuff
• Back office software

  352 views 7 comments 0 points Most recent by Nath January 2019Paraplanning tips & tricks
• Carry forward

  154 views 4 comments 0 points Most recent by esthomizzy January 2019CPD & Exams
• Studying techniques

  148 views 1 comment 0 points Most recent by Jona January 2019CPD & Exams
• O/S paraplanner with Tenet advisers

  371 views 2 comments 0 points Most recent by angela January 2019Outsourced & freelance paraplanners
• Identifying a client's history of financial ill-discipline - impact on DB transfer cases

  195 views 6 comments 0 points Most recent by Suse1969 January 2019Technical stuff
• Adding charges to past performance in Analytics

  139 views 1 comment 0 points Most recent by Nathan January 2019Paraplanning tips & tricks
• Westerby Trustee Services Limited

  99 views 3 comments 0 points Most recent by arongunningham January 2019Products & providers
• What KPIs do you use at staff reviews.

  663 views 4 comments 0 points Most recent by Jona January 2019Team leaders & managers
• APTA assumptions for post NRA members

  106 views 2 comments 0 points Most recent by richallum January 2019Technical stuff
• Tapered AA idea

  143 views 3 comments 0 points Most recent by Jona January 2019Technical stuff
• Regulated Retail Investment Adviser Re-Evaluation (RAR)

  223 views 4 comments 0 points Most recent by benjaminfabi January 2019CPD & Exams
• Powwow in the Middle - 16 January 2019

  108 views 1 comment 0 points Most recent by Admin January 2019Our news
• Fund Based Commission

  124 views 1 comment 0 points Most recent by arongunningham January 2019Technical stuff
• Risk & Capacity for loss

  431 views 5 comments 0 points Most recent by Suse1969 January 2019Paraplanning tips & tricks
• Exams AND Coursework at the same time....

  397 views 8 comments 0 points Most recent by kpin January 2019CPD & Exams
• AF8 - Cashflow tool

  411 views 3 comments 0 points Most recent by kpin January 2019CPD & Exams
• R04 in 5 Weeks

  3.5K views 9 comments 0 points Most recent by BP2012 January 2019CPD & Exams
• AF8

  773 views 2 comments 0 points Most recent by kpin January 2019CPD & Exams
• Help TVC!

  165 views 4 comments 0 points Most recent by Yonkers420 January 2019Technical stuff
• Investments for 17 (nearly 18) year old

  179 views 10 comments 0 points Most recent by Yonkers420 January 2019Technical stuff
• Panacea Calculators

  255 views 1 comment 0 points Most recent by parawhat December 2018Paraplanning tips & tricks
• Scheme pays vs self pay

  157 views 5 comments 0 points Most recent by RoxyParaplanner December 2018General
• Bespoke Training Solutions

  202 views 1 comment 0 points Most recent by mrswhit13 December 2018CPD & Exams
• New classroom based Diploma in Regulated Financial Planning

  318 views 4 comments 0 points Most recent by Andy_Schleider December 2018CPD & Exams
• Invidion IS back

  531 views 12 comments 0 points Most recent by Nath December 2018Paraplanning tips & tricks
• Increase in DIS whilst in Serious Ill Health

  138 views 2 comments 0 points Most recent by Jona December 2018Technical stuff
• Cashflow projections for DB transfers

  164 views 2 comments 0 points Most recent by Colinstewart76 December 2018Technical stuff
• Advisers look to shift duties to paraplanners

  412 views 9 comments 0 points Most recent by Clare_Weight December 2018General