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CISI event to focus on 'life changing' Paraplanning

A conference promises to look at how Paraplanning is a 'life-changing' process for many.


'Size doesn't matter' FCA expert replaces Rory Percival

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.


Size of firm no excuse for poor diligence - FCA's Hewitt

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.


Paraplanners will survive technology disruption - Sloss

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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