Risk profiling software provider FinaMetrica is offering young Financial Planners and Paraplanners a chance to attend the prestigious Financial Planning Institute Annual Conference in South Africa. 

The definition of a Paraplanner and whether there should be a new standard for Paraplanning has been a hotly debated subject for some while.

When it comes to family run businesses, it could be hard to beat Chartered Financial Planning firm Unividual.

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.