CISI 2019: 60% of clients will fire parents’ planner

Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.

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Newsmakers: Richard Allum on Paraplanning and Powwows

 

Welcome to a new feature on Financial Planning Today called Newsmakers where Financial Planning Today catches up with the people making headlines in the Financial Planning and Paraplanning professions.

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Chloe Moran: Advice gap – opportunity or disaster?

A report published by Octopus Group at the beginning of August, reported that “almost a third (29%) of financial advisers polled said they expect to retire within the next five years, rising to 6 in 10 (58%) within the next ten.” This is “equivalent to more than 15,000 financial advisers leaving the profession out of a current total of over 26,600.”

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Editor’s Comment: Powwow? Wow!

If you’d told me 10 years ago that Paraplanners would don warpaint once a year and happily gather to chew over technical issues in a giant teepee in Northants I might have suggested you’d been smoking the peace pipe a bit too long.

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