richallum

Discussions

• Bond gain calculator (CashCalc alternative)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  2.9K views 38 comments 0 points Most recent by Rcaisley September 2019Technical stuff
• Family Investment Company Follow up

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

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

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

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

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

  248 views 5 comments 0 points Most recent by Suse1969 February 2018General
• Traded endowments

  142 views 4 comments 0 points Most recent by richallum January 2018Products & providers
• Online Howwows 2018

  182 views 4 comments 0 points Most recent by amarshall January 2018Our news
• Anyone using XTOOLS?

  197 views 0 comments 0 points Started by richallum September 2017 Outsourced & freelance paraplanners
• Any paraplanners thinking of becoming an adviser/planner?

  203 views 0 comments 0 points Started by richallum July 2017 General
• Hubwise

  155 views 1 comment 0 points Most recent by alex_lannin July 2017Products & providers
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