CISI event to focus on 'life changing' Paraplanning
- Wednesday, 25 April 2018
- Articles
A conference promises to look at how Paraplanning is a 'life-changing' process for many.
Read more...'Size doesn't matter' FCA expert replaces Rory Percival
- Monday, 17 October 2016
- Articles
An FCA expert who dismissed claims that due diligence is too time-consuming and too cost-prohibitive for small firms will take over from technical specialist Rory Percival.
Read more...Size of firm no excuse for poor diligence - FCA's Hewitt
- Thursday, 26 May 2016
- Articles
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.
Read more...Paraplanners will survive technology disruption - Sloss
- Thursday, 26 May 2016
- Articles
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.
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