Financial Planners reduce hours to care for others

Almost three quarters (73%) of Financial Planners reduced their working hours to support others or provide home schooling during the Coronavirus pandemic, according to a new report.

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4 in 10 professionals using video for new business

 

Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.

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Paraplanners' annual 'unconference' goes virtual

The Paraplanners Assembly, the support community for Paraplanners, is to run its annual conference as a virtual event called ‘The Big Day Out In.’

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CISI 2020 Paraplanner Conference goes virtual

The CISI’s Paraplanner Conference in September has been converted from a physical to a virtual event due to the Coronavirus pandemic.

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