Glyn2000
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- Glyn2000
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It’s difficult and advertising can mean you end up kissing a lot of frogs . Ask existing clients for referrals, comment lots on forums, try and get some press work (they alway looking for fresh souls so be careful), speak to brokers/platforms/…
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Hi, this is a really good question. Just my thoughts on it are ... Monte Carlo uses normal distribution underlying the model so any distribution that sits at the 16% to 84% percentile (i.e 1 standard dev) you should expect circa 68% of outcom…
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I agree with the above comments. Any paraplanner, especially outsourced wants to get the case and write it up the moment the brief is assessed, but it doesn't work like that. New money from cash possibly, but any transfers, technical cases take lo…
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Hi, This can be quite difficult if adjusting for fund flows as there are specific approaches to manage these as any 'money weighted' payments closer to the calculation period will have an impact on cost (see modified dietz). For me if you need…
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Hi Andy, Did they share the folder or just send a link, the link normally I think is read only, whilst if they share it the new account, is added to their subscription costs. The link sharing also means the account appears in your dropbox, but…
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To update this one. Parmenion, allowed this. Most providers didnt claiming Brexit. You do need to ensure you can Money Launder check the company as well, process similar to UK, companys house etc.
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Okey Cokey, Parmenion is the winner. Most providers said no, but some would accept a payment via SO.
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The GIPS industry standard and generally used terms are 36 and 60 months, 3 and 5 years, both providing samples size greater than 30 from which to make some inference about performance. However, you may also want to include the last 12 months if …
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Thank you Suse and cheers Richard, didn't realise you was so kinky. I will give you a call to discuss.