richallum

Discussions

• Client contact, collaboration & messaging systems

  171 views 3 comments 0 points Most recent by richallum April 2021Outsourced & freelance paraplanners
• Client moving to US - pension issue

  95 views 1 comment 0 points Most recent by parawhat September 2020Products & providers
• Paraplanners wanted for paid research project

  175 views 0 comments 0 points Started by richallum July 2020 General
• Running a small business during COVID-19

  1K views 36 comments 0 points Most recent by richallum June 2020Outsourced & freelance paraplanners
• Client money accounts

  62 views 0 comments 0 points Started by richallum October 2019 Products & providers
• Bond gain calculator (CashCalc alternative)

  307 views 6 comments 0 points Most recent by parawhat September 2019Technology & IT
• Off the shelf passive portfolios

  241 views 10 comments 0 points Most recent by SW1990 September 2019Products & providers
• New trust registration rules

  151 views 8 comments 0 points Most recent by Suse1969 June 2019Technical stuff
• Tax wrapper tools

  215 views 1 comment 0 points Most recent by julesstewart1983 May 2019Paraplanning tips & tricks
• Junior ISA

  171 views 8 comments 0 points Most recent by Andy_Schleider May 2019Products & providers
• Practice Manager

  100 views 0 comments 0 points Started by richallum March 2019 Job Board
• What am I missing with this?

  248 views 14 comments 0 points Most recent by arongunningham March 2019Technical stuff
• SMCR & paraplanners

  366 views 8 comments 0 points Most recent by richallum February 2019General
• FE Analytics - missing portfolios

  108 views 4 comments 0 points Most recent by richallum February 2019Technology & IT
• Paraplanners being replaced by AI (again)

  229 views 5 comments 0 points Most recent by richallum February 2019General
• Platforms with 'what if' CGT tools

  133 views 3 comments 0 points Most recent by benjaminfabi February 2019Products & providers
• langcat MiFID2 research

  678 views 20 comments 0 points Most recent by richallum January 2019General
• Westerby Trustee Services Limited

  99 views 3 comments 0 points Most recent by arongunningham January 2019Products & providers
• Adding charges to past performance in Analytics

  140 views 1 comment 0 points Most recent by Nathan January 2019Paraplanning tips & tricks
• APTA assumptions for post NRA members

  108 views 2 comments 0 points Most recent by richallum January 2019Technical stuff
• Portfolio reporting & analysis

  179 views 5 comments 0 points Most recent by richallum November 2018General
• Advisers look to shift duties to paraplanners

  415 views 9 comments 0 points Most recent by Clare_Weight December 2018General
• Income paid gross from SSAS

  371 views 6 comments 0 points Most recent by Suse1969 October 2018Technical stuff
• RIY

  3K views 38 comments 0 points Most recent by Rcaisley September 2019Technical stuff
• Family Investment Company Follow up

  201 views 1 comment 0 points Most recent by Colinstewart76 July 2018Technical stuff
• New TVC

  412 views 7 comments 0 points Most recent by benjaminfabi July 2018Technical stuff
• Report Writing Howwow

  154 views 0 comments 0 points Started by richallum June 2018 Our news
• RIY explanation

  389 views 3 comments 0 points Most recent by edevan5 March 2018Technical stuff
• New FE Analytics RIY calculator

  418 views 10 comments 0 points Most recent by richallum July 2018Technology & IT
• Paraplanner apprenticeship axed

  259 views 5 comments 0 points Most recent by Suse1969 February 2018General
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