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Paraplanners head to Warwick for third Paraplanner Conference
- Wednesday, 22 May 2013
- Articles
Paraplanners will be making their way to Warwick today and tomorrow (22-23 May) for the Institute of Financial Planning's third annual Paraplanner conference.
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IFP President opens third Paraplanner Conference
- Thursday, 23 May 2013
- Articles
Institute of Financial Planning president Rebecca Taylor FIFP CFPCM has welcomed delegates to the third Paraplanner conference.
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7IM's Urquhart Stewart: More should consider Financial Planning
- Thursday, 23 May 2013
- Articles
Justin Urquhart Stewart, founder of Seven Investment Management, believes financial services should be given higher status compared to accountants and solicitors.
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Cofunds chairman steps down as £131m L&G buy out is completed
- Thursday, 23 May 2013
- Articles
Cofunds and Legal & General Group announced today that the acquisition of Cofunds by Legal & General has been completed.
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2 in 3 Paraplanners are female and 46% earn over £30,000 a year
- Thursday, 23 May 2013
- Articles
Two in three Paraplanners are female and 46 per cent earn £30,000 a year or more, according to a survey by the IFP of the sector to coincide with today's third annual IFP Paraplanning Conference.
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FCA fines JP Morgan £3m for failings on wealth management
- Thursday, 23 May 2013
- Articles
The Financial Conduct Authority has fined JP Morgan International Bank Limited £3.076m for systems and controls failings relating to its provision of retail investment advice and portfolio investment services.
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How Paraplanners can best work with their Financial Planners
- Thursday, 23 May 2013
- Articles
Dealing with Financial Planners and their idiosyncrasies was the topic of the last morning session at the IFP Paraplanner Conference.
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Michelle Hoskin: Paraplanners need to recognise their value
- Thursday, 23 May 2013
- Articles
Michelle Hoskin says Paraplanners should avoid thinking of themselves as 'second-class citizens' within a Financial Planning firm and recognise their value.
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'Fantastic' Paraplanning conference closes for third year
- Thursday, 23 May 2013
- Articles
The annual Institute of Financial Planning Paraplanner conference has come to a close for a third year.
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Chairman sought for IFP Northern Home Counties branch
- Friday, 24 May 2013
- Articles
Today (24 May) is the last day to apply to become the Institute of Financial Planning branch chairman for Northern Home Counties.
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