SteveC
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- SteveC
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Thanks all, That's given me plenty of options to look into and test. 🙏
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Apologies for picking this up late. If you haven't already seen it, Morningstar emailed the following message to users on 24 January 2022: "In December Morningstar introduced new interactive charts to provide you a consistent product experience …
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@JoshuaKnight said: Hi - I'm Josh, Product Manager @ Dynamic Planner. If you (or anyone else) would like a chat about what we do, how to get the most from Dynamic Planner or any feedback on our service, feel free to reach out to me (my ema…
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Hi Liam, I wish we had chosen IO or pretty much a.n. other but the firm I work for decided to stick with Iress and move from AdviserOffice to Xplan. You'd think Iress would have done some work to make migration easier but it didn't appear so. We m…
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Did you ever find a good exam analysis? I bought the basic analysis from John at Expert Pensions (was too late for the structured study plan). The October 2016 sample looks like it might be produced in conjunction with Brand FT but I'm not sure if…
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I use Morningstar Adviser Workstation but used FE Analytics with my last firm. I find MAW much more comprehensive and flexible. I like the clipboard for charts and the ability to import client holdings from a range of platforms, which saves you in…
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Hi, I'm Steve and I've been in financial services since 1999 when my first introduction to pensions was in a SSAS department! I'm 1 exam short of Chartered and looking at ideas for what follows, perhaps the CISI accredited paraplanner designation? …