Amyr Rocha Lima: Why history makes us better investors
- Wednesday, 21 December 2022
- Articles
In this exclusive Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, explains why he believes history lessons are crucial for planners.
Read more...Nitu Mehra: Why I started an outsourced Paraplanning firm
- Tuesday, 20 December 2022
- Articles
In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.
Read more...John Moret: Consumer Duty questions for SIPPs
- Wednesday, 16 November 2022
- Articles
All FCA-regulated firms should, by now, have put in place their implementation plans for meeting the Consumer Duty requirements by 31 July 2023 (a later date applies for legacy products).
Read more...Caroline Stuart: Tackling negative views of Paraplanners
- Friday, 18 November 2022
- Articles
In this exclusive Guest Column for Financial Planning Today, Caroline Stuart of Sparrow Paraplanning looks at differing views of Paraplanners.
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