By Rob Tedder • 26-Mar-2020 12:26:24 • MiFID II/ Cashflow/ Regulation

There have been numerous regulation changes in recent years working in favour of cashflow modelling. It is becoming ever more important to focus clients on long-term holistic planning, rather than the short-term investment management. Planners are now viewed as ‘life coaches’. They can have a direct impact on a client’s lifestyle over the long term. Not just investment managers who focus on the short-term gains or losses.

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