The Chartered Institute for Securities & Investment’s annual Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will take place this year on 19 and 20 May.

The annual CISI Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will get under way today online. 

The annual CISI Paraplanner Conference will remain as a virtual event in 2022 for the third year in a row, the professional body has confirmed. 

Andy Jervis, founder of Chesterton House Group, shares his secret to building long-lasting client relationships in the most recent edition of Financial Planning Today Magazine.

Private equity firm Preservation Capital Partners has today acquired the Parmenion platform from owners Standard Life Aberdeen for "up to £102m."

Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.

After combining its Financial Planning businesses with platform Ascentric and the M&G funds business into M&G Wealth, the firm now has £28bn in assets across the division.

Over 40% of Britons have three or more pension pots including their state pension.

Standard Life Aberdeen continues to look for a buyer for its Parmenion platform, according to its financial results released this morning.

Integrafin, the parent company of adviser platform Transact, has faced significant shareholder opposition at its AGM to three board reappointments, including chairman Richard Cranfield and founder Michael Howard.