In the latest Paraplanning column for Financial Planning Today Magazine, Paraplanning mentor and rugby player Sam Patterson looks at what the sport can teach financial professionals.

Paraplanners want better tech tools but are wary about using Artificial Intelligence (AI) to improve productivity, a new survey of Paraplanners has revealed.

Coventry-based BRI Wealth Management has hired Laura Ripley FPFS as a Chartered Financial Planner.

The Personal Finance Society (PFS) has appointed Caroline Stuart as the professional body’s new President.