Financial Planning enjoying steady growth – study

Our 2019 survey has found a pattern of steady growth and stability for many Financial Planning firms, in contrast to wider turbulence in the UK economy and major upheaval in some sectors.

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Editor’s Comment: Paraplanning deserves better recognition

This week I attended the CISI Paraplanning Conference #paraconf19 held in the swish surroundings of the Crowne Plaza Hotel in Stratford-Upon-Avon (don’t worry I’m not about to fill this column with Shakespearean puns).

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Paraplanner panel discusses capacity for loss

A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.

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Dynamic Planner training spaces filling up fast

Spaces were said to be filling fast for Dynamic Planner’s Training Academies with some locations already full. 

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