Editor’s Comment: Powwow? Wow!
- Friday, 13 September 2019
- Comment
If you’d told me 10 years ago that Paraplanners would don warpaint once a year and happily gather to chew over technical issues in a giant teepee in Northants I might have suggested you’d been smoking the peace pipe a bit too long.
Read more...Financial Planning enjoying steady growth – study
- Friday, 30 August 2019
- Articles
Our 2019 survey has found a pattern of steady growth and stability for many Financial Planning firms, in contrast to wider turbulence in the UK economy and major upheaval in some sectors.
Read more...Editor’s Comment: Paraplanning deserves better recognition
- Friday, 21 June 2019
- Comment
This week I attended the CISI Paraplanning Conference #paraconf19 held in the swish surroundings of the Crowne Plaza Hotel in Stratford-Upon-Avon (don’t worry I’m not about to fill this column with Shakespearean puns).
Read more...Paraplanner panel discusses capacity for loss
- Tuesday, 18 June 2019
- Articles
A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.
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