Technology 'disrupters' will change the face of financial planning over the next few years but Paraplanners will continue to be in demand, predicts Colin Sloss, senior business development manager at technology firm IRESS.
FCA lead associate Christopher Hewitt, an expert in due diligence, says 'size doesn't matter' when it comes to Paraplanners and Financial Planners complying with regulatory due diligence demands.
The Financial Ombudsman’s annual review has revealed a significant increase in complaints about personal pension plans.
Fund research and ratings group RSMR has launched its own platform offering a combined platform and model portfolio fee of 0.25%.
Aegon manager Mark Till is to step up to a larger role following the retirement of Duncan Jarrett, managing director retail, at the end of June after 30 years at the firm based in Edinburgh.
Nearly 51% of households received more benefits then they paid in taxes, according to the government’s official statistics firm, ONS.
Paraplanners have begun gathering in Warwick today for the CISI Paraplanner Conference, with attendance over the two days estimated at around 150.
Over one hundred delegates poured into the main hall for The Paraplanner Conference 2016 this morning and you can follow all the activity here on Financial Planning Today.
The co-chairmen of the CISI Paraplanner Conference this afternoon praised delegates for their high level of interaction and engagement with the sessions.
A British Financial Planner has been invited by organisers of an international conference to offer delegates his expertise as a financial neutral in matters of divorce and separation.
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