The Personal Finance Society has called for 'cultural change' and new career pathways in the profession to boost the number of female Financial Planners.

The Chartered Institute for Securities & Investment’s annual Paraplanner Conference will return this year as an online event due to the popularity of this format.

The two day Chartered Institute for Securities & Investment’s Annual Paraplanner Conference is getting under way today. 

The Initiative for Financial Wellbeing (IFW) is to return to an in-person, one-day annual conference for Financial Planners to be held in Bristol on 25 May.

Benchmark Capital, the owner of several financial and Financial Planning firms, has launched an academy to train the next generation of Chartered Financial Planners.

Wealth manager St James’s Place has boosted its partnership numbers with 155 newly-qualified financial advisers and 74 new Paraplanners - 229 in total. 

Rapidly expanding Financial Planning-focused advisory group Independent Wealth Partners (IWP) has acquired Southport-based Chartered Financial Planning firm Premier Wealth Management.

Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow.

Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.

The annual conference of the Paraplanners Assembly community will go virtual for the second year in a row in September and adopt a space theme.