Guest Column - Why clients are more tech-savvy than you think

I’ve just bought my dad an Echo dot for his 73rd birthday. He loves it. He’s also signed up to Netflix, stays in touch by WhatsApp and ‘likes’ everything I post on Facebook, writes Tessa Lee, MD of moneyinfo.

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Guest Column: Freeing Paraplanners to grow

There are heaps of events for Paraplanners nowadays; high quality seminars, conferences and roadshows, many of which are specifically created by and for Paraplanners, writes Caroline Stuart.

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Organisers reflect on 'best ever' Paraplanners Powwow

Just over a week after this year’s national Paraplanners Powwow organisers have reflected on the event, which saw many new faces and a record number of ‘campfire’ sessions.

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PFS announces Sanlam CEO as new President

The Personal Finance Society (PFS) has elected John White as its president for 2018/2019 at the professional body’s AGM.

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